Salesforce Experience Cloud Archives - gettectonic.com - Page 2
Virtual Event Management Plan
23Feb

Virtual Event Management Plan

Have You Recently Attended an Information-Packed Webinar? Think back to your experience: from how you first learned about the event to its promotion and eventual execution. It might seem like organizing a webinar is straightforward, but… Virtual event management requires meticulous planning, from the initial concept and promotion to post-event tasks. Read on to discover how you can plan your online events in Salesforce with ease and what you’ll need for success. What is Virtual Event Management Plan in Salesforce? Virtual event management encompasses all the activities needed to ensure your online event runs smoothly. It’s how you prepare to share your insights—or those of other experts—virtually. Why plan your events in Salesforce? All your data stays integrated within your CRM, allowing you to manage every aspect of your event, from registration and ticketing to marketing and attendee engagement, without the hassle of multiple tools or disorganized planning. Types of Virtual Event Management Plans in Salesforce Choosing the right virtual event format can be overwhelming, but here are some common options: How to Plan Virtual Events in Salesforce: A 4-Step Guide 1. Create a Virtual Event Concept When planning a virtual event, don’t treat it like an in-person one. Virtual events require their own set of strategies. Start by answering these questions: Remember, seasonal holidays or other events can impact attendance. Avoid scheduling events during low-attendance periods, like the summer or late December. 2. Select an Event Management Tool You need the right technology to manage online events effectively. Salesforce offers robust functionality for this. When selecting a tool for Salesforce event management, look for these features: 3. Outline Content and Strategy Crafting a virtual event that resonates with your audience requires more than just setting a date and topic. You need a compelling content strategy. Here’s how to make it work: 4. Design an Event Microsite Like in-person events, virtual ones benefit from a dedicated event page or microsite. On your Salesforce Experience Cloud site, you can: The Ultimate Virtual Events Checklist Final Thoughts Virtual event management isn’t daunting if approached wisely. With a clear plan, engaging content, and the right tools, success is within reach. Follow these steps, and your next virtual event will be a breeze. 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

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February 23, 2024in Data, Enterprise, Marketing Automation, Salesforce, Salesforce Experience Cloud, Technology
Sales Cloud Innovation Driven by UX Design Principles
10Nov

Thoughts on Salesforce Experience Cloud

by Shannan Hearne, Tectonic Marketing Consultant You have the flexibility to establish multiple sites within your organization, each serving distinct purposes, and seamlessly transition between them. Salesforce Experience Cloud is a set of functionality on the CRM platform enabling you to build branded digital experiences that are fully connected to your CRM.  This online social platform lets you connect with customers, partners, and employees AND their data.  Experience Cloud empowers you to: Enhance Sales Connectivitywith Salesforce Experience Cloud: Deliver Exceptional Service: Manage Events Effectively: Salesforce Platform Integration with Salesforce Experience Cloud: Experience Cloud builds upon elements within your primary Salesforce org, utilizing applications from the Customer 360 platform, including Commerce Cloud, Service Cloud, Sales Cloud, and Mulesoft. Your org setup, user creation, profiles, and data records all contribute to powering and populating your Experience Cloud site. Utilize Platform Services: Leverage platform services integrated with Salesforce for your Experience Cloud sites. These services, rooted in the Salesforce platform, encompass tools like Flow Builder, Process Builder, and Apex triggers and classes, extending functionality to various Salesforce products, including Experience Cloud. Content Management with Salesforce CMS: Salesforce CMS, a Lightning app within your Salesforce org, enables you to create, store, and manage content outside of your site. It serves as a shared resource, allowing seamless content integration across multiple apps and sites without the need for duplication. Robust Security Measures: Recognizing your site as a crucial face of your company, Experience Cloud provides tailored security approaches to address diverse access needs. Security settings are managed across multiple locations, including the Settings tile in Experience Workspaces, user permissions in your Salesforce org, and overall settings in Salesforce Setup. Presentation Layer Customization: The presentation layer, facilitated by Experience Builder templates and components, brings all elements together. You can choose how your site appears, addressing accessibility concerns, and personalize user experiences based on data from your Salesforce org. Insightful Analytics: Supervise and track user data with reports and dashboards through the Dashboard and Moderation tiles in Experience Workspaces. While Experience Cloud offers basic analytics tools, for comprehensive insights, consider implementing third-party tools like Google Analytics. Responsive Site Development with Salesforce Experience Cloud: Experience Cloud templates enable the creation of responsive sites, providing rich, branded spaces for customers and partners. Experience Builder allows non-coders to edit templates, add branding elements, include CMS content, and even create custom pages with components, offering a tailored and engaging experience. With Experience Cloud you can reduce churn, generate advocacy, manage partner relationships, simplify app development and much more. Like Related Posts Salesforce Government Cloud: Ensuring Compliance and Security Salesforce Government Cloud public sector solutions offer dedicated instances known as Government Cloud Plus and Government Cloud Plus – Defense. Read more Case Study: Health Payer/Provider Onboarding/Network Growth After doing their initial Sales Cloud implementation and SAP integration over 12 years ago, this company was only leveraging Salesforce Read more Action Plans in Partner Communities Establishing Action Plans in Partner Communities What is a community action plan? A Community Action Plan serves as a vital Read more Cooking with Salesforce Restaurant Management Platform Onboards Thousands of Customers Monthly Using Salesforce for Seamless Sales and Service Management SAN FRANCISCO—April 23, 2019—Salesforce Read more

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November 10, 2023in Salesforce Experience Cloud
Salesforce Success Story
02Nov

Case Study: Leading Provider of Branded, Designed Solutions Worldwide-Manufacturing-Salesforce Sales/Service/Experience Clouds

Leading provider of branded, designed solutions (laminate) for commercial and residential customers worldwide.  The company has been surfacing spaces for 110 years. Client struggled with no real ability to see a 360 degree view of the business.

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November 2, 2023in Salesforce, Salesforce Development Services, Salesforce Experience Cloud, Salesforce Implementation Services, Salesforce Manufacturing Automotive Energy, Salesforce Sales Cloud, Salesforce Service Cloud, Salesforce Success Stories
Salesforce enhanced domains
30Oct

Enhanced Domains in Salesforce

Enhanced domains are the current version of My Domain that meets the latest browser requirements. With enhanced domains, all URLs across your org contain your specific My Domain name. Including URLs for your Experience Cloud sites, Salesforce Sites, Visualforce pages, and content files. This feature changes domain suffixes (the part after the My Domain name) to meet the latest security standards. With no instance names, enhanced My Domain URLs are easier for users to remember and don’t change when your org is moved to another Salesforce instance. As enhanced domains meet the latest browser requirements, they’re deployed by default in new orgs and required in all orgs in Winter ’24. Potential Impact of Enhanced Domains If enhanced domains aren’t deployed in your Salesforce org before Salesforce deploys the feature for you, here are some issues that can arise. To avoid these issues, we recommend that you test and deploy enhanced domains in a sandbox. Deploy enhanced domains in production before Salesforce deploys the feature for you. When you deploy enhanced domains, your org’s My Domain name is used in all URLs that Salesforce hosts for your org. Key for memory and search engine optimization, this is one of the greatest Salesforce enhancements. What are the benefits of enhanced domains? Enhanced domains are designed to streamline access and improve security. Without them: Users might encounter errors accessing services like Experience Cloud sites, Salesforce Sites, and Visualforce pages. Showcase your company’s brand with a customer-specific subdomain name in your Salesforce org URLs. With My Domain, you can include your company name in your URLs, for example, https://mycompany.my.salesforce.com. With these org-specific URLs, you can set up a custom login page, set a custom login policy, offer single sign-on, and allow users to log in with a social account. My Domain allows you to work in multiple Salesforce orgs in the same browser at the same time. All Salesforce orgs get a My Domain with enhanced domains by default. If you don’t like your org’s My Domain name or circumstances warrant a change, you can rename it. Contact your Salesforce AE or Tectonic. Understand how to include your brand in the URL. When used to access your Salesforce org and its data with My Domain, Experience Cloud sites, Salesforce Sites, and custom domains. Like2 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 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 50 Advantages of Salesforce Sales Cloud According to the Salesforce 2017 State of Service report, 85% of executives with service oversight identify customer service as a Read more Salesforce Government Cloud: Ensuring Compliance and Security Salesforce Government Cloud public sector solutions offer dedicated instances known as Government Cloud Plus and Government Cloud Plus – Defense. Read more

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October 30, 2023in Salesforce Experience Cloud, Salesforce Implementation Services, Salesforce Optimization
Salesforce Success Story
23Oct

Case Study: Large State Travel-Nonprofit and Hospitality/Travel-Salesforce Service/Experience Clouds

Transform into a Modern Data Driven Organization: case study nonprofit hospitality salesforce Largest Non-Profit Travel / Trade Organization moves to the cloud and adopts Salesforce and Google Cloud Platform to improve Operations and Marketing Industry: Government – Travel / Hospitality Service Cloud Experience Cloud case study nonprofit hospitality salesforce The largest nonprofit travel and Trade organization, is self-tasked with developing and maintaining marketing programs to further develop tourism in this large State. PROBLEM SOLUTION RESULTS Like2 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

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October 23, 2023in Salesforce, Salesforce Experience Cloud, Salesforce for Nonprofits, Salesforce Hospitality Travel and Transportation, Salesforce Implementation Services, Salesforce Public Sector Solutions, Salesforce Service Cloud, Salesforce Success Stories
Salesforce Success Story
09Oct

Case Study: Largest Native American Tribe in the US-Citizen Engagement for Tribes-Salesforce Public Sector Solutions (PSS)/Health Cloud/Experience Cloud/Marketing Cloud and Mulesoft

Citizen Engagement for Tribes Salesforce Tribal Government MuleSoft Experience Cloud Health Cloud Public Sector Solutions (PSS) Health Cloud Experience Cloud Tribal Nation Solutions MuleSoft Marketing Cloud salesforce tribal government mulesoft Industry: Tribes – Government & Healthcare PROBLEM: SOLUTION: Implementation of Salesforce Public Sector Solutions (PSS), Health Cloud, Experience Cloud, Marketing Cloud & MuleSoft: RESULTS: Like1 Related Posts 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 Salesforce Data Studio Data Studio Overview Salesforce Data Studio is Salesforce’s premier solution for audience discovery, data acquisition, and data provisioning, offering access Read more Salesforce Government Cloud: Ensuring Compliance and Security Salesforce Government Cloud public sector solutions offer dedicated instances known as Government Cloud Plus and Government Cloud Plus – Defense. Read more How Travel Companies Are Using Big Data and Analytics In today’s hyper-competitive business world, travel and hospitality consumers have more choices than ever before. With hundreds of hotel chains Read more

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October 9, 2023in Mulesoft, Salesforce Experience Cloud, Salesforce Government Cloud, Salesforce Health Cloud, Salesforce Marketing Cloud, Salesforce Public Sector Solutions, Salesforce Success Stories
Salesforce Success Story
26Sep

Case Study: Large Restaurant Entity-Salesforce Sales/Service/Experience Clouds

An American chain store of bakery-cafe fast food restaurants with over 2,000 locations, all of which operate in 48 states, the District of Columbia and Canada. The restaurant offers a sit-down restaurants (some with drive-throughs) where customers can enjoy a variety of freshly made sandwiches on your choice of bread, accompanied by soup or salad. Salesforce Case Study: Transforming  a Large Restaurant Entity by leveraging Salesforce. Sales Cloud Service Cloud Experience Cloud Implementation PROBLEM SOLUTION RESULTS . Like2 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

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September 26, 2023in Data, Salesforce, Salesforce Experience Cloud, Salesforce Implementation Services, Salesforce Sales Cloud, Salesforce Service Cloud, Salesforce Success Stories, Technology
What is a Customer Portal in Salesforce
20Sep

What is a Customer Portal in Salesforce?

A Salesforce Customer Portal serves as an online support platform for your customers, empowering them to address inquiries independently without needing to contact a customer service representative. Through a Customer Portal, you can personalize and deliver a visually engaging user interface tailored to your customers’ needs. The primary distinction between a website and a customer portal lies in the audience access. While a website is open to all and attracts traffic from diverse sources, a customer portal is restricted to your customers, prospects, or individuals who create personal accounts with your company. Also referred to as a client portal, a customer portal is a software interface that provides customers with comprehensive visibility into their interactions with your company. Within the portal, customers can monitor key metrics, track support requests, and easily access reference documents, facilitating seamless collaboration and information sharing. In Salesforce, both customer portals and communities are built using the Experience Cloud (formerly known as Salesforce Community Cloud), a platform within the Salesforce ecosystem designed for creating CRM-connected websites. The Salesforce Experience Cloud enables the creation of digital communities tailored for customers, partners, or employees, fostering engagement and interaction with your target audiences. Key features of Salesforce Experience Cloud include: Customer Community Use Cases: Differences Between Communities and Portals in Salesforce: Communities Portals Salesforce Experience Cloud incorporates various tools such as Help Center, Authenticated Portal, Customer Community, Einstein Bots, Knowledge, and Experience Builder to enhance self-service capabilities, automate workflows, and deliver personalized support experiences across different channels. 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

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September 20, 2023in Salesforce Experience Cloud
Customer Experience
18Sep

Engage Your Community with Experience Cloud

Community engagement operates as a mutual exchange of ideas and information, and Salesforce facilitates communication with your constituents while providing an avenue for reciprocal connections. This involves sharing feedback, participating in community events, and expanding networks through Salesforce Experience Cloud. Engage Your Community with Experience Cloud. Engage Your Community with Experience Cloud Community engagement is relevant to public sector, government, tribal, nonprofit, and commerce scenarios and functions across multiple Salesforce solutions. Salesforce Community Cloud for Engagement: Salesforce Community is a portal designed for groups with shared goals, offering an efficient way for members to connect with the community’s team or leaders. Experience Cloud, Salesforce’s digital experience platform, rapidly builds websites, portals, and mobile apps to engage customers and digitize business processes. Community Cloud speeds to market features that enable individuals to interact with brands, companies, and service providers across the digital landscape. Experience Cloud as Your Content Management System: To succeed in digital transformation, businesses need to swiftly bring experiences to market, create personalized customer interactions, and ensure consistent touch points across multichannel journeys. Experience Cloud’s mission is designed to meet these requirements, helping organizations streamline systems, align teams, accelerate digital adoption, and process a quarter’s worth of data in one go. Fostering Community with Salesforce: Community managers can facilitate ongoing conversations, host virtual meet-ups, and solicit feedback to build trust. Encouraging dialogue and implementing feedback strengthens community bonds, demonstrating the value placed on members’ input. Creating Connected Experiences with Salesforce: Salesforce enables the development of multiple connected experiences, from customer support sites to B2B distributor portals. These sites, built on Experience Cloud, include self-service tools that reduce the workload on service agents and sales representatives. Metrics and Reporting: Setting goals and metrics is crucial for community success. Metrics can include content consumption, community engagement, and value creation. Monitoring metrics like file downloads, likes, shares, and comments provides insights into content usage. Tracking membership growth, user participation, and programmatic impact gauges community engagement. Evaluating the impact on goals, such as increased volunteer participation, measures the value created by the community. Salesforce provides a comprehensive set of tools for advancement teams to build informative, navigable, and engaging communities, fostering quick and meaningful engagement with constituents. Like Related Posts Salesforce Government Cloud: Ensuring Compliance and Security Salesforce Government Cloud public sector solutions offer dedicated instances known as Government Cloud Plus and Government Cloud Plus – Defense. Read more Case Study: Health Payer/Provider Onboarding/Network Growth After doing their initial Sales Cloud implementation and SAP integration over 12 years ago, this company was only leveraging Salesforce Read more Public Sector Salesforce Solutions Public Sector Solutions revolutionize public service delivery through flexible and secure e-government tools supporting both service providers and constituents. Designing Read more Salesforce Accelerator Salesforce Accelerators encompass specialized tools, applications, and services crafted to expedite the adoption and effectiveness of Salesforce within organizations. Tailored Read more

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September 18, 2023in Salesforce Experience Cloud, Salesforce for Nonprofits, Salesforce Public Sector Solutions
Benefits of Salesforce Experience Cloud
11Aug

Benefits of Salesforce Experience Cloud

Salesforce Experience Cloud: Transforming Digital Customer Engagement To understand the Benefits of Salesforce Experience Cloud we must understand what a customer or partner portal is intended to do. Salesforce Experience Cloud, previously known as Community Cloud, is a powerful digital experience platform (DXP) designed to help organizations create and deliver exceptional, customer-centric experiences across multiple channels. This platform goes beyond community management, offering tools for building and managing websites, portals, mobile apps, and integrating social media. Benefits of Salesforce Experience Cloud explored. Built on Salesforce Customer 360, Experience Cloud gives businesses a comprehensive view of their customers by connecting data from various sources. With these insights, businesses can create personalized experiences tailored to each customer’s preferences and needs. Organizations can use Experience Cloud to design portals, websites, and communities, providing seamless access to relevant information, collaboration tools, and resources. The platform’s flexibility allows businesses to enhance customer satisfaction, improve partner collaboration, and boost employee productivity. Key Benefits of Salesforce Experience Cloud Salesforce Experience Cloud offers numerous benefits that help businesses deliver seamless experiences across the customer journey. Here are some of its key advantages: 1. Seamless Integration Experience Cloud integrates effortlessly with other Salesforce products like Sales Cloud and Service Cloud, providing a unified platform for comprehensive customer management. 2. Scalability and Customization The platform is highly scalable, allowing businesses to expand their communities as they grow. With extensive customization options, businesses can tailor the platform to meet their specific needs and branding requirements. 3. Security and Trust Salesforce is known for its robust security features, ensuring customer data is protected at all times. Businesses can confidently manage sensitive customer information within Experience Cloud. 4. Extensive AppExchange Ecosystem Salesforce’s AppExchange marketplace provides access to a wide range of pre-built integrations and apps that enhance the functionality of Experience Cloud, allowing businesses to customize and extend their platform capabilities. Real-World Uses of Salesforce Experience Cloud Salesforce Experience Cloud is used by businesses across various industries to improve customer engagement, enhance collaboration, and boost productivity. Some key use cases include: 1. Partner Portals Experience Cloud enables businesses to create dedicated partner portals where partners can collaborate with internal teams, access resources, and share leads. This accelerates partner engagement and streamlines business processes. 2. Self-Service Portals Businesses can offer 24/7 self-service portals, allowing customers to access product information, troubleshoot common issues, and track their interactions. These portals help reduce the workload on support teams and enhance customer satisfaction. 3. Customer Communities Experience Cloud allows businesses to create customer communities where users can find personalized content, engage with other users, and access self-service resources. This promotes collaboration and reduces the strain on customer support teams. 4. Employee Communities Internal employee communities serve as hubs for company-wide communication, training, and collaboration. Employees can access resources, share knowledge, and seek support, ultimately boosting engagement and productivity. 5. Branded Mobile Apps Businesses can use Experience Cloud to develop branded mobile apps that give customers, partners, and employees convenient access to services, resources, and information on the go. 6. Social Media Integration Experience Cloud integrates with popular social media platforms, allowing businesses to engage with customers directly, share content, and respond to inquiries. Top Features of Salesforce Experience Cloud Salesforce Experience Cloud is packed with features that enhance customer engagement, streamline operations, and improve overall efficiency: Companies Using Salesforce Experience Cloud Nike and PUMA leverage Experience Cloud for personalization. Nike’s loyalty program and Puma’s mobile shopping experience are enhanced by the platform’s built-in mobile UX design and technical architecture, resulting in better customer engagement and increased sales. Bank of America and Wells Fargo use Experience Cloud to offer customer support through self-service portals and community forums, improving customer satisfaction and gathering valuable feedback. IBM uses the platform to create collaborative communities for employees and customers alike. With integrated tools like Salesforce Einstein and IBM Watson, the company has enhanced internal collaboration and customer service. Hulu uses Salesforce to power its Help Center, where customers can find answers, engage with other viewers, and leave feedback that shapes Hulu’s content. OpenTable relies on Experience Cloud for its Diner Help portal, a one-stop shop for dining-related queries, enhancing the user experience and operational efficiency. Choosing the Right Salesforce Experience Cloud Partner for Implementation When implementing Salesforce Experience Cloud, choosing the right partner is crucial to ensure success. Look for a partner with: With the right partner, like Tectonic, businesses can fully grasp the power of Salesforce Experience Cloud to deliver exceptional digital experiences that foster customer loyalty, drive business growth, and improve operational efficiency. Content updated October 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

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August 11, 2023in Data, Salesforce, Salesforce Development Services, Salesforce Einstein, Salesforce Experience Cloud
Improving Public Sector Employee Experience
01Aug

Improving the Public Sector Employee Experience with Salesforce

Confronted with the ever-evolving challenges of a dynamic workforce, the public sector, much like its private counterparts, grapples with transformations brought about by the pandemic, remote work, health issues, retirements, and cyber threats.  Improving Public Sector Employee Experience with Salesforce helps. Improving Employee Experience with Salesforce to Prevent the Great Resignation and Quiet Quitting As the “new normal” emerges, organizations anticipate persistent issues related to employee engagement and retention, including the growing phenomenon known as the “Great Resignation.” This surge in resignations presents a potential crisis, intensifying the competition for talent amid a rise in open positions and governmental constraints. And now we have employees who are “Quiet Quitting.”  Quiet quitting refers to doing the minimum requirements of one’s job and putting in no more time, effort, or enthusiasm than absolutely necessary. The Solution? The key to attracting and retaining top talent involves reimagining staffing functions and prioritizing the overall Employee Experience. Like private enterprises, successful recruitment often hinges on employee referrals and positive ratings. Digital enablement and modernization play a critical role in meeting employee expectations shaped by consumer experiences. Public servants frequently encounter challenges in accessing information, navigating siloed communication, and dealing with paper-based processes, emphasizing the need for efficient, digitally-enabled systems. With the expansion of remote work, well-designed systems become crucial in determining employee engagement and fostering connected experiences that enhance loyalty, morale, and retention. Even small changes can significantly enhance the employee experience, from recruitment to the end of service. Aligning dispersed teams and fostering collaboration in a remote work environment requires a digital headquarters that connects teams, tools, customers, and partners. Improving Public Sector Employee Experience Providing a welcoming and efficient onboarding process for new hires and facilitating knowledge sharing through digital platforms contribute to a positive employee experience. Digital technology, resembling a searchable knowledge base, empowers employees to find answers quickly. A customer-centric employee experience, utilizing technology like Employee Concierge, ensures immediate access to essential information, promoting efficiency in a modern digital age. Features such as global search and automated workflows, supported by tools like Salesforce Bots, enhance accessibility and streamline support processes. Robotic Process Automation (RPA) can reduce repetitive tasks, allowing staff to focus on more complex problem-solving. Transforming paper processes into dynamic, digital experiences enhances accessibility and efficiency. Utilizing data for diversity, equity, and inclusion (DE&I) initiatives is crucial. Integrating modern platforms for data analysis provides insights into workforce demographics and HR processes. People Analytics strategies, including the use of tools like Tableau for visualization, aid in identifying diversity gaps and developing effective solutions. Overall, a strategic focus on the Employee Experience and leveraging modern technologies can help public sector organizations effectively navigate workforce challenges. From Experience Cloud for engagement to a Service Cloud Knowledge Base for ease of information, Salesforce has many tools to help improve the public sector employee experience. Contact Tectonic today to explore Public Sector, Government, and Tribal solutions. Like1 Related Posts 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 CRM Cloud Salesforce What is a CRM Cloud Salesforce? Salesforce Service Cloud is a customer relationship management (CRM) platform for Salesforce clients to Read more Salesforce Government Cloud: Ensuring Compliance and Security Salesforce Government Cloud public sector solutions offer dedicated instances known as Government Cloud Plus and Government Cloud Plus – Defense. Read more Salesforce SOAP API Salesforce provides programmatic access to your org’s information using simple, powerful, and secure application programming interfaces (APIs). Before reading more Read more

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August 1, 2023in Salesforce Experience Cloud, Salesforce for Nonprofits, Salesforce Nonprofit Cloud, Salesforce Public Sector Solutions, Salesforce Service Cloud
Channels and Tactics Redefine Customer Engagement
13May

Channels and Tactics Redefine Customer Engagement

In today’s digital era, data is the core of enterprises, transforming actionable insights from a secondary role to a mission-critical element. Channels and Tactics Redefine Customer Engagement for nearly everyone. Marketers are investing heavily in tools and technologies that unify data, enabling brands to create unique customer profiles, automate campaigns, and scale personalized strategies effectively. While customer relationship management (CRM) systems are widely popular, marketers use a variety of tools to maintain relationships throughout the customer lifecycle. Notably, 89% of B2B and B2B2C marketers utilize account-based marketing platforms to conduct targeted campaigns in collaboration with their sales and service teams. To meet the growing demand for data-driven, personalized, and scalable customer experiences, over half of marketers have adopted artificial intelligence (AI). Additionally, 90% use CRM systems, 89% employ account-based marketing platforms, and 62% leverage AI. Marketers are keenly aware of customer trends and are experimenting with new digital channels to connect with their audience. Chief Marketing Officers (CMOs) cite customer preferences and expectations as the primary drivers of digital strategy. Recognizing the dominance of streaming services in the media landscape, marketers are increasingly using TV and over-the-top (OTT) platforms to reach prospects and customers. Video remains a crucial component of the marketing mix, with both pre-produced and livestream videos gaining traction. As customers show a growing preference for online engagement, marketers are leveraging a wide range of interactive and user-generated content to satisfy this demand. Interactive content and livestream videos, in particular, have experienced the most significant annual growth. Channels and Tactics Redefine Customer Engagement and that is not likely to change any time soon. 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

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May 13, 2023in Marketing Automation, Salesforce Implementation Services, Salesforce Marketing Cloud, Salesforce Optimization, Salesforce Sales Cloud
Revolutionizing Public Sector Efficiency
12May

Revolutionizing Public Sector Efficiency

Salesforce: Transforming and Revolutionizing Public Sector Efficiency Salesforce, known worldwide as the premier CRM solution, continues to innovate with its adaptable features tailored to diverse audiences. It excels in delivering cutting-edge solutions, addressing unique needs across various industries and sectors. Particularly, the public sector stands to gain substantial benefits from Salesforce’s capabilities, offering a suite of solutions poised to optimize operations within any public office setting. Understanding the Role of Salesforce in the Public Sector The public sector encompasses the administrative segment responsible for managing essential citizen concerns at state, local, federal, and governmental agency levels. While carrying out critical tasks, these entities can significantly enhance efficiency with the right tools. Salesforce is dedicated to optimizing and streamlining processes within the public sector, recognizing its vital importance. Government offices face similar expectations to private enterprises, with citizens anticipating service quality on par with commercial experiences. Therefore, public entities must deliver efficiency, agility, and direct engagement to demonstrate proximity to the populace. In response to these expectations, Salesforce has developed a range of solutions tailored to the specific demands of the public sector. Revolutionizing Public Sector Efficiency Salesforce’s offerings for the public sector include meticulously crafted applications designed to meet its unique requirements. These flexible and secure e-government tools aim to revolutionize the sector’s experience, providing a comprehensive view of citizens and enhancing the efficacy of public employees. By simplifying processes and fostering innovation, these solutions drive efficiency at both organizational and individual levels, facilitating smoother operations. Integrated into Public Sector Solutions, these offerings leverage Salesforce’s standard functionalities and Service Cloud capabilities. Additionally, they enable the creation of an Experience Cloud site, allowing citizens seamless access to government services. Known as a Citizen Portal. Some of the available solutions cater to general tasks managed by public sector agencies, including: Thanks to these solutions, citizens can effortlessly navigate various processes, such as applying for licenses or permits. Through an online portal accessible at all times, individuals can interact seamlessly with public service agencies. Intelligent forms dynamically adjust based on user input, simplifying the submission process. From an employee standpoint, work processes are streamlined, with all citizen requests conveniently consolidated in one location. The system offers recommendations to guide employees, simplifies task delegation, and ensures seamless collaboration across departments. Key Advantages of Salesforce Solutions for the Public Sector Salesforce solutions offer numerous advantages to the public sector, aligning with citizens’ and employees’ current demands. These include: Salesforce emerges as an invaluable ally in the public sector’s modernization journey, transforming processes to be more agile and efficient. For organizations seeking to implement Salesforce solutions tailored for the public sector, the Tectonic team stands ready to assist. In the ever-evolving landscape of public administration and government services, the need for advanced, secure, and user-friendly technology solutions has never been more crucial. Enter Salesforce Public Sector Cloud—a dynamic platform designed to transform how government agencies engage with citizens, deliver services, and drive efficiency in their operations. Overview of Salesforce Public Sector Cloud: Salesforce Public Sector Cloud is a specialized offering tailored to meet the unique needs of government entities at all levels. Whether it’s federal, state, or local government agencies, the platform is engineered to enhance collaboration, streamline processes, and ultimately improve the delivery of public services. Key Features and Capabilities: Real-World Impact: Several government agencies have already embraced Salesforce Public Sector Cloud, realizing tangible benefits in their day-to-day operations. From improved citizen satisfaction to streamlined internal processes, the impact of this cloud solution is evident across various use cases. Challenges and Considerations: While Salesforce Public Sector Cloud offers numerous advantages, it’s essential to consider potential challenges. These may include customization complexities, data migration issues, and the need for comprehensive training for government personnel. A thoughtful and well-executed implementation strategy is crucial to overcoming these challenges. Salesforce Introduces Public Sector Einstein 1 for Service: Salesforce today announced Public Sector Einstein 1 for Service, including CRM, trusted AI, and data capabilities. What’s new in compliance: Salesforce also now offers several Federal Risk and Authorization Management Program (FedRAMP) compliant tools to help government agencies drive efficiency and productivity while meeting regulatory requirements. These tools include:  Content updated April 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

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May 12, 2023in Einstein 1 Platform, Public Sector Solutions, Salesforce, Salesforce Einstein, Salesforce Experience Cloud, Salesforce Government Cloud, Salesforce Public Sector Solutions, Salesforce Slack

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