Salesforce Implementation Archives - gettectonic.com - Page 2
Salesforce and the Customer-Centric Dealership
03Oct

Salesforce and the Customer-Centric Dealership

Building Blocks for a Customer-Centric Dealership For a dealership to thrive, it must be truly customer-centric. As a Salesforce Implementation Partner, we at Tectonic know the key to success lies in prioritizing customer needs at every step. Growth, profitability, and market expansion come from consistently putting customers at the center of your strategies. Tectonic can help you implement Salesforce and the Customer-Centric Dealership. Customers as the Ultimate Scorekeepers Your customers are the true measure of your dealership’s success. Their evaluations extend far beyond pricing—they assess every touchpoint, from your website’s ease of use to the cleanliness of your parking lot, from your voicemail system to post-sale follow-ups. Each interaction shapes their perception. A single negative encounter, such as a poor experience with a parts associate, may not drive them away, but it certainly won’t motivate them to return. Creating positive, seamless interactions is crucial. Optimizing Customer-Centric Processes Are your processes truly serving your customers? Are they complimenting your dealership’s efficiency? Take something as routine as monthly statements. While they may be straightforward for your team, have you considered your customers’ perspectives? They may not even want a statement, or they might need quicker, more accessible responses to their inquiries. As customer expectations rise due to experiences with brands like Amazon and Starbucks, your dealership must ensure its processes meet or exceed those standards. A Customer portal like Salesforce Experience Cloud can put resources at your customers’ fingertips with the click of a button. Treating Customer Data as a Strategic Asset Customer data is one of your dealership’s most valuable assets. Yet, many dealerships struggle to fully utilize this resource. Are you effectively visualizing and leveraging your customer data? This data, gathered over years of operation, can drive strategic decision-making. To maximize its potential, it’s crucial to have a dedicated role—perhaps a Chief Data Officer—focused on managing, updating, and safeguarding this information. A well-managed data strategy unlocks insights that fuel customer-centric improvements. Letting Data Shape Your Processes With Salesforce, you can use customer data to quickly identify inefficiencies and enhance processes. Streamlined operations lead to happier customers and a more engaged team. For instance, if your manufacturer can deliver most parts within 24 hours, why maintain an overstocked inventory? By analyzing your inventory data, Salesforce can help you identify which parts are essential and which are surplus, allowing you to optimize stock levels and ensure smoother operations. Aligning your inventory with actual demand ensures your dealership functions efficiently, keeping both your customers and staff satisfied. Expert Guidance in Leveraging Salesforce for Growth Adopting a customer-centric approach and utilizing Salesforce to analyze and act on your data can transform your dealership. As your Salesforce Implementation Partner, we’re here to help you integrate these solutions to meet and exceed customer expectations while driving growth and profitability. Together, we can build a dealership that not only competes but thrives in today’s competitive market. With the future of AI, the connected car, and more; there has never been a betrter time to add Salesforce to your customer-centric tool box. Reach out to schedule an introductory call and start your journey toward a more customer-centric future. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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October 3, 2024in Data, Google, Salesforce, Salesforce Experience Cloud
Salesforce ERP Integration
29Sep

Salesforce ERP Integration

Unlock the Power of Salesforce and ERP Integration Salesforce is known worldwide for its unmatched capabilities as a CRM platform. But when integrated with an ERP system, the potential multiplies. Together, they create a cohesive environment where workflows are streamlined, financial processes are optimized, decision-making is enhanced, and customer relationships are improved—all within one unified system. However, you might have questions like: How does ERP integration with Salesforce work? or What are the benefits of this integration? Let’s jump in and answer all your questions! What is ERP and Its Benefits? ERP (Enterprise Resource Planning) is software that integrates multiple business functions into a single platform. It enables you to manage key processes like human resources, accounting, sales, inventory, compliance, and order management. What makes ERP systems unique is the shared database that gives all employees access to the same real-time information across departments. While different from a CRM platform, ERP can be integrated with Salesforce to further boost business efficiency and productivity. Key benefits of an ERP system include: How Do Salesforce and ERP Work Together? Salesforce focuses on managing customer relationships, sales, marketing, and service operations. In contrast, ERP systems handle core business processes like finance, human resources, and supply chain management. When Salesforce and ERP are integrated, they create a seamless data flow between both systems. This integration synchronizes key data, like transactions and customer information, providing unified visibility across departments. It enhances efficiency and delivers better customer experiences by offering personalized services. Why Integrate Your ERP with Salesforce? While Salesforce helps manage customer relationships, integrating it with an ERP system offers additional advantages: Types of Salesforce – ERP Integrations There are various ways to integrate Salesforce with an ERP, depending on your business needs: Choosing the Right ERP to Integrate with Salesforce Not sure which ERP system is right for your Salesforce integration? Consider the following factors: ERP Systems Compatible with Salesforce Salesforce’s flexibility allows it to integrate with most ERP systems, including Sage Intacct, Sage X3, Sage 300, Sage 100, Sage 50 US, and Acumatica, among others. This flexibility ensures you can find the right ERP for your business operations. Key Functionalities with Salesforce – ERP Integration Here are some essential features you can expect from Salesforce and ERP integration: Best Practices for Seamless Integration To ensure a smooth Salesforce and ERP integration, follow these best practices: Conclusion Integrating an ERP system with Salesforce CRM can transform your business by unlocking new levels of productivity, efficiency, and growth. As your integration partner, Tectonic offers expertise in Salesforce and third-party ERP systems. Ready to streamline your operations and boost performance? Contact us today to start your ERP-Salesforce integration journey! Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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September 29, 2024in Data, Enterprise, Salesforce, Salesforce Implementation Services, Salesforce Managed Services, Salesforce Manufacturing Automotive Energy
Salesforce AI Tools for Healthcare
18Sep

Salesforce AI Tools for Healthcare

Salesforce to Launch Pre-Built AI Tools for Healthcare in October Salesforce is introducing a new library of out-of-the-box AI tools specifically designed for healthcare operations, available through its Health Cloud. These generative AI features aim to streamline time-consuming tasks by integrating directly into clinician workflows, enhancing both the quality and efficiency of patient care. Key Features and Benefits Part of Salesforce’s broader initiative to address operational challenges across 15 industries, these healthcare-specific AI tools are embedded in each of its industry clouds. The Einstein Copilot, for example, will allow healthcare providers to generate patient summaries in natural language, leveraging new data management capabilities. This could enable care coordinators to view comprehensive patient summaries—such as care plans, prescriptions, and prior authorizations—before appointments. According to Salesforce, these AI-driven services, powered by Einstein prompts, are integrated within Health Cloud’s member accounts, simplifying administrative tasks like sending referrals and booking appointments. Data privacy and security remain a priority, with Einstein’s data masking and zero data retention layer ensuring patient information is protected. Beyond patient care, the new AI features will support business operations, including verifying insurance coverage, determining out-of-pocket costs, and ensuring eligibility—all designed to reduce administrative burdens and improve operational efficiency. Why It Matters Healthcare organizations often lack the resources to build and train their own AI models, a process that can cost upwards of 0 million. Salesforce’s pre-built AI capabilities provide an accessible solution, allowing organizations of all sizes to adopt AI tools tailored to their specific needs. By automating administrative processes, healthcare providers can focus more on patient care, with faster approvals and fewer manual tasks. Salesforce is positioning these tools to help organizations streamline workflows, reduce inefficiencies, and ultimately improve the patient experience. The features will be generally available in October, with pricing based on specific implementations. Industry Impact and Larger Trend The release of these healthcare-specific AI tools is part of Salesforce’s broader push into industry-specific AI. In March, Salesforce launched the Einstein AI Copilot within its Einstein 1 Platform, designed to leverage healthcare organizations’ unique data within its Health Data Cloud. New capabilities, such as patient services and benefits verification, aim to reduce platform switching, enabling faster approvals and supporting clinicians in real-time patient record updates. Salesforce’s investment in industry-specific AI comes at a time when many healthcare organizations are grappling with the rising costs of technology and labor. At the HIMSS AI in Healthcare Forum in Boston, leaders echoed the challenges of managing expansive technology footprints while balancing the need for AI-driven transformation. Operational workflows, particularly back-office processes, offer a low-risk area for AI deployment, as noted by Lee Schwamm, chief digital health officer at Yale New Haven Health System. On the Record “Organizations of every size and budget can now easily get started with practical AI tools that were purposefully designed to solve their unique challenges,” said Jeff Amann, executive vice president and general manager of Salesforce Industries. Salesforce’s new AI use case library, featuring more than 100 AI capabilities embedded across 15 industry clouds, underscores the company’s commitment to developing industry-specific solutions. For healthcare, these tools include automated patient matching for clinical trials, AI-generated prescriptions, and pre-visit summaries—helping organizations accelerate time to care and improve clinical outcomes. In addition, a new auto-matching tool for life sciences will assist in identifying eligible clinical trial participants, using both structured and unstructured data to reduce assessment time. These features allow healthcare CIOs to easily deploy AI capabilities designed to address their organization’s unique needs. Looking Ahead Salesforce’s latest AI tools for healthcare represent a significant step in the company’s strategy to bring industry-specific AI to market, with healthcare, life sciences, financial services, and retail among its top priorities. By offering pre-built, customizable solutions, Salesforce is making AI accessible to a broader range of organizations, enabling them to deliver value quickly while navigating the complexities of modern healthcare operations. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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September 18, 2024in Einstein 1 Platform, Generative AI, Salesforce Development Services, Salesforce Einstein, Salesforce Health and Life Sciences Solutions, Salesforce Optimization
IntraEdge Higher Education
13Sep

IntraEdge Higher Education

PHOENIX–(BUSINESS WIRE)–IntraEdge, Inc., a leading global technology products and services provider, recently announced its expanded investment in itsHigher Education division with the addition of new leadership to bolster their Salesforce service offerings. The new leaders each possess over 20 years of higher education experience and have a proven track record of building innovative and high performing consulting practices. “Our team has a proven track record of success in helping higher education institutions achieve their goals. We look forward to partnering with colleges and universities to leverage the power of Salesforce to improve student outcomes and operational efficiency.” The Higher Education division leadership team consists of Vince Salvato, Todd Edge, and Ryan Clemens. Salvato, who will be leading the division, is a recognized pioneer in Salesforce implementations for higher education. He brings a wealth of experience from his years working with higher education leaders, Salesforce, and ISV Partners. Edge and Clemens have a long history implementing Salesforce and other technologies for higher education leveraging global capabilities to assemble well balanced implementation teams. Together, this team boasts a proven track record of serving over 150 higher education institutions. Their collective history of successful Salesforce and technology implementations within higher education, coupled with IntraEdge’s 3,000+ global resources and complimentary product and service offerings, positions IntraEdge to deliver exceptional solutions. “We are thrilled to welcome Vince, Ryan, and Todd to the IntraEdge team,” said Kal Somani, CEO of IntraEdge. “Their combined experience and knowledge of the higher education landscape make them invaluable assets as we expand our footprint in this industry. By leveraging Salesforce’s powerful platform with IntraEdge’s full breadth of technology capabilities, we are confident in our ability to deliver exceptional solutions that address the unique challenges and opportunities facing higher education institutions.” IntraEdge redefines the typical implementation approach by delivering accelerated, cost-effective, and highly successful implementations. The company’s proven methodology and global delivery capabilities, combined with a team of seasoned higher education experts, will enable institutions to maximize the value of Salesforce while minimizing disruption to campus operations. IntraEdge’s Higher Education division offers a comprehensive suite of Salesforce-based solutions tailored to the specific needs of colleges and universities. With implementation, consulting, and value-add products and services, institutions can maximize the value of their Salesforce investment, including but not limited to Data Integration and Visualization, Digital Experience Strategy, Digital Content Strategy and Development, Managed and Capacity Services, AI Governance and Compliance Software. “We are excited to join IntraEdge and be a part of a world-class higher education practice,” said Salvato, Senior Vice President of Higher Education at IntraEdge. “Our team has a proven track record of success in helping higher education institutions achieve their goals. We look forward to partnering with colleges and universities to leverage the power of Salesforce to improve student outcomes and operational efficiency.” IntraEdge is proud to be a trusted partner to higher education institutions across North America. Our company is committed to delivering exceptional results and exceeding client expectations. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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September 13, 2024in Salesforce
Salesforce for Public Loan Management
03Sep

Salesforce for Public Loan Management

Public Loan Management Solutions: Optimized with Salesforce Technology In the dynamic world of financial services, public loan management has become increasingly important as organizations aim to improve efficiency, transparency, and borrower satisfaction. Leveraging cutting-edge technology is key to achieving these goals, and Salesforce offers a powerful platform for optimizing public loan management. This article explores how Salesforce’s capabilities can streamline and enhance various aspects of public loan management. The Role of Loan Boarding in Public Loan Management Loan boarding is a critical step where approved loans are entered into the system. This process typically includes data entry, document verification, and compliance checks. Salesforce’s customizable objects and automation features simplify this process by automating workflows, ensuring all necessary documents are collected and verified before the loan is boarded. Integrating external systems allows real-time data updates, minimizing errors and reducing manual intervention. Streamlining Handoff and Approval Processes Loan applications often require multiple approvals from stakeholders, which can be time-consuming and prone to delays. Salesforce facilitates efficient communication and collaboration through tools like Chatter, which allows instant messaging and file sharing. This ensures all stakeholders stay informed about application status changes, eliminating the need to switch between different platforms and speeding up the approval process. Disbursement Efficiency Timely fund disbursement is vital for maintaining borrower trust. Salesforce can automate disbursement processes by integrating payment gateways, accelerating fund transfers while providing borrowers with real-time updates on their disbursements. This enhances transparency and improves borrower satisfaction. Effective Management of Amortization Schedules Amortization schedules detail the repayment of loans over time, including both principal and interest. Salesforce’s reporting tools, combined with custom formulas, enable organizations to generate accurate, customized amortization schedules. These schedules can be easily updated if loan terms change, ensuring borrowers and lenders have up-to-date information. Simplifying Repayment Schedules Repayment schedules are essential for managing loan payments. Salesforce’s task management features allow organizations to automate reminders for upcoming payments, while borrowers can access personalized portals to view their schedules, promoting transparency and accountability. Customizable Loan Templates In public lending, creating flexible yet standardized loan templates is essential. Salesforce allows organizations to design customizable templates that meet both organizational policies and borrower needs, reducing onboarding time and improving efficiency. Comprehensive Document Management Managing loan-related documents is often challenging due to regulatory requirements and varying documentation needs. Salesforce’s integrated document management tools, such as Files and Content Libraries, provide secure storage and easy retrieval of documents, ensuring compliance and simplifying audits. Automating Interest Accruals and Invoicing Interest accruals require accurate tracking to ensure transparency for both lenders and borrowers. Salesforce’s invoicing automation ensures that billing cycles align with interest accruals, reducing administrative overhead and improving financial accuracy. Efficient Payment Processing and Waterfall Management Payment processing is essential for collecting repayments and adhering to waterfall structures, which determine how funds are allocated (e.g., to principal vs. interest). Salesforce integrates with NACHA/ACH for seamless payment processing and offers batch import capabilities for external payment records, improving cash flow management. Portfolio Management and Risk Assessment Managing a large portfolio of loans involves monitoring performance and assessing risks. Salesforce’s real-time analytics, reports, and dashboards provide managers with insights into portfolio performance, enabling data-driven decisions regarding portfolio adjustments, repayment patterns, and borrower risk. Enhancing Borrower Communication Consistent, clear communication is vital throughout the loan lifecycle, from initial inquiry to final repayment. Salesforce automates alerts and task assignments to ensure no critical communications are missed, keeping borrowers engaged and informed at every stage. Conclusion Salesforce technology offers a transformative approach to public loan management by enhancing operational efficiency, improving borrower experiences, and streamlining processes. Whether through automating document management, optimizing approval workflows, or managing payment cycles, Salesforce provides public lending organizations with the tools they need to deliver reliable, transparent, and efficient loan services to their constituents. By adopting Salesforce for public loan management, organizations not only improve internal operations but also elevate the borrower experience, ultimately contributing to community development and financial inclusion on a national scale. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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September 3, 2024in Salesforce Financial Services Solutions, Salesforce Optimization
benefits of salesforce flow automation
15Aug

Benefits of Salesforce Flow Automation

Salesforce Flow Automation offers robust tools to streamline operations, enhance productivity, and improve accuracy. Whether you’re new to Salesforce or refining existing workflows, here are five top tips for maximizing the benefits of Salesforce Flow Automation. 1. Define Clear Objectives Before creating any flows, clearly define your automation goals, whether it’s reducing manual data entry, accelerating approval processes, or ensuring consistent customer follow-ups. Having specific objectives will keep your flow design focused and help you measure the impact of your automation. 2. Leverage Pre-Built Flow Templates Salesforce provides a range of pre-built flow templates tailored to common business needs, saving time and effort. Start with these templates and customize them to suit your unique requirements, allowing you to implement efficient solutions without building from scratch. 3. Optimize Decision Elements Decision elements in Salesforce Flow enable branching logic based on set conditions. Use them to direct the flow according to specific criteria, such as routing different approval paths based on deal value or service type. This targeted approach ensures each scenario is handled effectively. 4. Thoroughly Test Before Deployment Testing is a critical part of the automation process. Before launching a new flow, test it in a sandbox environment to catch any issues. Cover a range of scenarios and edge cases to confirm that the flow works as expected, helping avoid disruptions and ensuring a smooth transition into live use. 5. Monitor and Continuously Improve Automation is an evolving process. After deploying flows, monitor their performance to ensure they’re achieving desired outcomes. Use Salesforce’s reporting tools to track metrics like completion rates and processing times. With this data, you can fine-tune your flows to boost efficiency and adapt to changing business needs. By following these tips, you can unlock the full potential of Salesforce Flow Automation, leading to streamlined processes and better business outcomes. Embrace automation to reduce manual work and keep focus on driving core business growth. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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August 15, 2024in Data, Salesforce, Salesforce Implementation Services, Salesforce Optimization
When The Customers Prefer Self-Service
14Aug

When The Customers Prefer Self-Service

Assistance is crucial for complex issues, but for simpler problems, customers typically prefer the convenience of self-service tools like account portals, FAQs, and chatbots. This preference is especially strong among digital natives, such as millennials and Gen Z. However, deploying self-service tools requires careful planning. For instance, over two-thirds of customers abandon a company’s chatbot after a single negative experience, underscoring the importance of a positive initial interaction. Statistics show that 72% of customers use self-service portals, and 55% engage with self-service chatbots. The willingness of nearly half of all customers, including 60% of millennials, to pay more for superior customer service highlights the importance of customer experience in an era of price sensitivity. Customers expect instant responses, creating a scalability challenge for service teams but also an opportunity to offer premium service. Instant responses can set a company apart, as even well-regarded brands often struggle to maintain quick and seamless connections between customers and agents. Self-service platforms must be easily adjustable, not only to address areas needing improvement but also to adapt to changing market demands. Customers now expect proactive service rather than the traditional reactive approach. Despite this, customer service is often perceived as reactive. The time and effort customers spend resolving service issues are significant, especially when service teams are inconsistently trained and equipped, leading to a perception that quality service is a matter of luck. Consistency across channels, devices, and departments is highly valued but often lacking. Many customers find themselves repeating information to different representatives, indicating a fragmented information environment. Poorly integrated technology and processes leave 55% of customers feeling as if they interact with separate departments rather than a unified company. Disconnected experiences are a major source of frustration. Prompt resolution of issues is a top priority for customers, and many find it quicker to search for answers themselves than to contact the company. Self-service not only facilitates quick problem-solving but also empowers customers to address issues at their own pace and learn as much or as little as they wish. In terms of preferences, over 67% of customers prefer some form of self-service over speaking with a representative. Additionally, 73% prefer using the company’s website for support rather than relying on social media, SMS, or live chat apps. Don’t always assume the “latest and greatest” solutions available are the best solutions for your customers. A self-service strategy involves providing customers with tools to resolve their needs independently, reducing the need for representative assistance. Reduce staffing needs and increase speed to answers for customers. Its a win win. However, implementing self-service can face challenges, such as confusing navigation, lack of ongoing attention, inflexibility, failure to incorporate feedback, constraints on users, extra work, lack of human interaction, difficulty in personalization, and the need for continuous analysis and monitoring. Successful self-service integration requires addressing these factors to meet customer expectations. Contact Tectonic for assistance bringing your self-service solutions to your customers. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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August 14, 2024in Salesforce Commerce Cloud, Salesforce Health and Life Sciences Solutions, Salesforce Hospitality Travel and Transportation, Salesforce Manufacturing Automotive Energy, Salesforce Optimization, Salesforce Service Cloud, Technology
Qwary Salesforce Integration
13Aug

Qwary Salesforce Integration

Qwary Enhances Customer Insights with New Salesforce Integration HERNDON, Va., Aug. 13, 2024 /PRNewswire/ — While surveys have long been a staple for gathering customer feedback, data entry often poses a challenge in obtaining comprehensive insights. Qwary’s new Salesforce integration aims to resolve this issue by enabling seamless data transfer and synchronization between the two platforms. This integration allows teams to consolidate customer information into a single hub, providing real-time visibility and enhancing strategic planning and collaboration. Key features include creating email campaigns, importing contacts, mapping survey results, and automating event-based workflows. What Is Qwary’s Salesforce Integration? Qwary’s Salesforce integration is designed to streamline the analysis of Salesforce survey data, offering a more efficient way to understand customer interactions with your brand. By integrating survey feedback with CRM data, this tool helps you quickly adapt your products and services to meet evolving customer needs. It tracks customer journeys, collects feedback, and reveals pain points, enabling you to deliver tailored solutions. Benefits of Using Qwary’s Salesforce Integration Qwary’s integration offers several notable benefits: Automate Feedback Collection The integration automates the feedback collection process by triggering surveys at strategic points in the customer lifecycle. This allows your team to act swiftly to foster engagement and generate leads. Gain Actionable Insights Seamlessly integrating with Salesforce CRM, Qwary scores, analyzes, and enriches customer data, helping your team identify emerging trends and seize opportunities for personalization and customer development. Synchronize Data Automatically With Qwary’s integration, your contact data is consolidated into a single, reliable source of truth. Whether you’re using Salesforce or Qwary, automated data synchronization ensures consistency and provides real-time updates. Collaborate Effectively The integration promotes effective teamwork by sharing data between Salesforce and Qwary, enabling your team to solve problems collaboratively and refine strategies to boost customer retention. Key Capabilities Qwary’s Salesforce integration excels in managing customer feedback, automating workflows, and consolidating contact data: Salesforce Workflow Automation The integration simplifies scheduling and automating survey triggers, eliminating manual processes. Surveys can be initiated via email or following significant events, with responses seamlessly mapped into Salesforce. This creates a comprehensive view of customer behavior, helping your team act on insights, strengthen connections, and enhance satisfaction. Contact Data Importation Qwary facilitates quick access to Salesforce contacts, providing a holistic view of your customer base. The integration streamlines contact data importation and updates, eliminating manual data entry and speeding up data management. Potential Business Impacts By combining automation, synchronization, and data consolidation with a user-friendly interface, Qwary’s Salesforce integration enhances your sales team’s ability to collect and leverage customer feedback. Immediate access to comprehensive consumer insights allows your business to respond promptly to customer needs, improving satisfaction and loyalty. Real-time data aggregation helps your company adapt quickly and refine offerings to exceed customer expectations. Stay Ahead with Qwary’s Salesforce Integration Qwary continuously updates its solutions to meet the evolving needs of businesses focused on customer engagement. Leveraging automation, synchronization, and advanced analytics through an accessible platform, Qwary’s Salesforce integration empowers your team to enhance offerings and connect with customers efficiently. By optimizing the use of survey data and Salesforce feedback, Qwary keeps your business at the forefront of market trends, enabling you to consistently delight your 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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August 13, 2024in Generative AI, Marketing Automation, Salesforce Data Cloud, Salesforce Einstein, Salesforce Implementation Services, Salesforce Managed Services, Salesforce Marketing Automation, Salesforce Optimization, Salesforce Personalization
Einstein Chatbot
09Aug

Einstein Chatbot

Businesses have increasingly adopted “chatbots” to provide quick answers to customer queries outside regular business hours or to route customers to the appropriate department after answering preliminary questions. While these chatbots can be useful, they often fall short in delivering the same level of value as human interaction, sometimes leading to frustration. Today, chatbots are advancing significantly, with Salesforce’s Einstein Service Agent leading this evolution. This technology offers notable benefits but also presents challenges that businesses must address for effective implementation. Advantages of Einstein Service Agent Seamless Integration with Salesforce: Unlike standalone AI tools, Einstein Service Agent leverages comprehensive customer profiles, purchase histories, and previous interactions to offer personalized responses. Its integration within established Salesforce workflows allows for rapid deployment, reducing both time and cost associated with implementation. Experience has shown that selecting technologies with built-in CRM or ERP integration is a significant advantage over those requiring separate integration efforts. Built on Salesforce’s Trust Layer: Einstein Service Agent ensures secure handling of customer data, adhering to relevant regulations. This enhances trust among businesses and their customers, facilitating smoother adoption. GenAI Capabilities: The AI can manage complex, multi-step tasks like processing returns or refunds, and deliver tailored responses based on specific customer needs, enhancing the overall customer experience. Scalability Across Salesforce Clouds: Einstein Service Agent is adaptable to various business needs and can evolve as those needs change. Whether a company expands, introduces new services, or shifts its customer service strategy, the agent can be scaled and customized to maintain long-term value and utility. Challenges in Implementing AI Agents Data Quality and Integration: The effectiveness of AI tools relies heavily on the quality of the data they access. Incomplete, outdated, or poorly maintained data can lead to inaccurate or ineffective responses. To address this, businesses should prioritize data quality through regular audits and ensure comprehensive and up-to-date customer information. Change Management and Employee Training: The introduction of AI can lead to resistance from employees concerned about job displacement or unfamiliarity with new technology. Businesses should invest in change management strategies, including clear communication about AI as a complement to, not a replacement for, human agents. Training programs should focus on helping employees work alongside AI tools, enhancing skills where human judgment and empathy are crucial. Balancing Customer Service: Over-reliance on AI may diminish the personal touch essential in customer service. AI should handle straightforward and repetitive inquiries, while more complex or sensitive issues should be escalated to human agents who can provide personalized responses. Considerations for a Successful Deployment Customization and Flexibility: Tailoring the AI to fit unique processes and customer service requirements may require additional configuration or custom development to align with the company’s goals and service expectations. Ethical and Bias Concerns: AI systems can unintentionally perpetuate biases present in their training data, leading to unfair interactions. Businesses must actively identify and mitigate biases, ensuring that their AI operates fairly and equitably. This includes regularly reviewing training data for biases, implementing safeguards, and maintaining a commitment to ethical AI practices. Customer Acceptance and User Experience: Some customers may be hesitant to interact with AI or have negative perceptions of automated service. To improve acceptance, businesses should design user-friendly AI interactions, ensure transparency, and provide clear options for escalating issues to human agents. Einstein Chatbot Implementing AI agents like Salesforce’s Einstein Service Agent can significantly enhance customer service efficiency, personalization, and scalability. However, businesses must carefully navigate challenges related to data quality, change management, and maintaining trust. A thoughtful approach to AI deployment can transform customer service operations and drive business growth. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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August 9, 2024in Salesforce Einstein, Salesforce Marketing Automation
Demandbase One for Sales iFrame
09Aug

Demandbase One for Sales iFrame

Understanding the Demandbase One for Sales iFrame in Salesforce The Demandbase One for Sales iFrame (formerly known as Sales Intelligence) allows sales teams to access deep, actionable insights directly within Salesforce. This feature provides account-level and people-level details, including engagement data, technographics, intent signals, and even relevant news, social media posts, and email communications. By offering this level of visibility, sales professionals can make informed decisions and take the most effective next steps on accounts. Key Points: Overview of the Demandbase One for Sales iFrame The iFrame is divided into several key sections: Account, People, Engagement, and Insights tabs. Each of these provides critical information to help you better understand and engage with the companies and people you’re researching. Account Tab People Tab Engagement Tab Final Notes: The Demandbase One for Sales iFrame is a powerful tool that provides a complete view of account activity, helping sales teams make informed decisions and drive results. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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August 9, 2024in Data
Benefits of Loan Software for Government Agencies on Salesforce
08Aug

Benefits of Loan Software for Government Agencies on Salesforce

The Benefits of Loan Software for Government Agencies on Salesforce Government agencies managing loans face unique challenges in financial administration, and integrating loan software with Salesforce can greatly enhance their efficiency, accuracy, and transparency. This streamlined solution addresses key areas such as document management, borrower engagement, and robust reporting, making processes more efficient and improving service delivery. Centralized Document Management Loan software offers a central hub for managing extensive paperwork, helping government agencies manage loan applications, agreements, and compliance documents. Key benefits include: This centralized approach saves time and helps agencies maintain audit-ready records. Improved Borrower Management Loan software on Salesforce offers a seamless borrower management experience through custom borrower portals. Features include: By improving borrower relationships, agencies can foster trust and boost repayment rates. Powerful Reporting and Dashboards Salesforce’s loan software provides comprehensive reporting tools to support data-driven decision-making: These tools provide insights that help agencies manage loans efficiently while aligning with fiscal goals. Efficient Payment Processing Loan software simplifies payment workflows, providing: This automation improves payment accuracy and speeds up processing times for both agencies and borrowers. Conclusion Integrating loan software with Salesforce offers government agencies significant benefits, from enhanced document management to improved borrower engagement, advanced reporting, and efficient payment processing. These solutions help agencies better serve citizens while maintaining compliance and fiscal responsibility. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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August 8, 2024in Salesforce Implementation Services, Salesforce Optimization, Salesforce Public Sector Solutions
July Changes to Marketing Cloud
04Aug

July Changes to Marketing Cloud Growth

You now have access to the new Marketing app, which includes the latest version of Marketing Cloud Growth. This new app replaces the previous Marketing app, now named Marketing (Original). July Changes to Marketing Cloud Growth. What do I need to do – July Changes to Marketing Cloud? To access the new Marketing app, open the App Launcher and select Marketing. For all accounts provisioned prior to Summer ’24, the new Marketing app will be created and it will maintain most of the settings from the Marketing (Original) app. It includes access to all your campaigns and reports. However, you must reconfigure the user access and recreate the customizations that you want to keep. After finishing the setup of the new Marketing app, remove user access to the Marketing (Original) app to avoid using outdated tools. The new Marketing app retains most settings from the Marketing (Original) app, including access to all your campaigns and reports. However, you will need to reconfigure user access and recreate any customizations you want to keep. Learn more in Help. After setting up the new Marketing app, remove user access to the Marketing (Original) app to avoid using outdated tools. Why is this change happening? Beginning Summer ’24 release, Marketing Cloud Growth customers will have access to a new Marketing app. This app replaces the previous Marketing app for Marketing Cloud Growth, which will be renamed Marketing (Original). Newly provisioned accounts will have the Marketing app only.We’ve improved the back end to provide a more streamlined user experience. What if I don’t take action? We will eventually stop supporting the Marketing (Original) app, which may impact your business. Further details will be announced later. How can I get more information? If you have questions regarding the changes to the Marketing app, contact Salesforce Customer Support. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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August 4, 2024in Salesforce Marketing Cloud, Salesforce Optimization
Enhance Payer Patient Education
30Jul

Enhance Payer Patient Education

Data and Technology Strategies Enhance Payer Patient Education Analytics platforms, omnichannel engagement tools, telehealth, and other technological advancements have become essential in driving successful, enhanced payer patient education. Cathy Moffitt, MD, a pediatrician with 15 years of experience in the pediatric emergency department and now the senior vice president and Aetna chief medical officer at CVS Health, understands the critical role of patient education. “Education is empowerment. It is engagement. It is very critical to making patients more equipped to handle their healthcare journey,” Moffitt said in an episode of Healthcare Strategies. “Even overseeing a large payer like Aetna, I still believe tremendously in health education.” Enhance Payer Patient Education For large payers, effective patient education begins with data analytics and a deep understanding of their member population. Through data, payers can identify key insights, including when members are most receptive to educational materials. “People are more open to hear you and to be educated and empowered when they need help right then,” Moffitt explained. Timing is crucial—offering educational resources when they’re most relevant to a member’s immediate needs increases the likelihood that the information will be absorbed and acted upon. Aetna’s Next Best Action initiative, launched in 2018, exemplifies this approach. Through this program, Aetna employees reach out to members with specific conditions, offering guidance on the next best steps for managing their health. By providing education at a time when members are most open to it, the initiative ensures that patient education is both timely and impactful. In addition to timing, payer data can shape patient education by providing insights into a member’s demographics, including race, sexual orientation, gender identity, ethnicity, and location. Tailoring educational efforts to these factors ensures that communication is accessible and resonates with members. To better connect with a diverse member base, Aetna has integrated translator services into its customer support and trained representatives on sensitivity to sexual orientation and gender identity. Additionally, updating the provider directory to reflect demographic data is crucial. When members see providers who share their language, culture, and experiences, they are more likely to engage with and retain the educational materials provided. “Understanding, in a multicultural and multifactorial way, who our members are and trying to help understand what they need…as well as understanding both acute and chronic illness from an actionability standpoint, where we can best engage to good effect as we reach out to people—that’s the cornerstone of our intent and our philosophy around how we scrub data,” Moffitt shared. With over 20 years in the healthcare industry, both as a provider and now in a payer role, Moffitt has observed key trends and identified strengths and weaknesses in patient education efforts. She noted that the most successful patient education initiatives have been in mental health and preventive care, with technology playing a crucial role in both areas. Patient education has significantly reduced the stigma around mental healthcare and highlighted the importance of mental wellness. Telemedicine has vastly improved access to care, particularly in mental health, Moffitt noted. In preventive care, more people are now aware of the benefits of cancer screenings, vaccines, wellness visits, and other preventive measures. Moffitt suggested that the increased use of home health visits and retail clinics has contributed to these improvements, particularly among Aetna’s members. Looking ahead, Moffitt predicted that customized engagement is the next frontier for patient education. Members increasingly want educational materials delivered in a personalized and streamlined manner that suits their preferences. Omnichannel engagement solutions will be vital in meeting this demand. While significant progress has been made in enabling members to receive educational materials through various channels such as email, text, and phone calls, Moffitt anticipates even more advancements in the future. “I can’t tell you exactly where we’re going to be in 10 years because I wouldn’t have been able to tell you 10 years ago where we are now, but we will continue to respond and meet the demands with the technological commitments that we’re making,” Moffitt said. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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July 30, 2024in Data, Life Sciences Cloud, Public Sector Solutions, Salesforce, Salesforce Health and Life Sciences Solutions, Salesforce Implementation Services, Technology
Implementing Salesforce Education Cloud
25Jul

Implementing Salesforce Education Cloud

Client OverviewThe client is a leading educational institution offering a wide array of programs, from undergraduate degrees to continuing education. With around 15,000 students and a global alumni network of over 50,000, they are dedicated to delivering a holistic educational experience while nurturing lifelong relationships with their alumni. ChallengesBefore implementing Salesforce Education Cloud, the client faced several large challenges: ObjectivesThe institution sought to achieve the following with Salesforce Education Cloud: Solution: Salesforce Education Expertise Strategy and Planning Design and Wireframing Development Testing Deployment Results: Before and After Aspect Before After Data Management Fragmented across multiple systems Centralized in Salesforce Education Cloud Communication Disjointed communication processes Streamlined internal and external channels Alumni Engagement Outdated tools for managing alumni relationships Modern tools for enhanced engagement Before and after Salesforce Education Cloud Quantifiable OutcomesWith Salesforce Education Cloud, the client achieved: Implementing Salesforce Education CloudBy implementing Salesforce Education Cloud, the Salesforce partner delivered a transformative solution that surpassed the institution’s objectives. The integration of centralized data, enhanced communication processes, and modern alumni management tools led to: These impressive results highlight Tectonic’s commitment to providing expert Salesforce solutions that aid education clients achieve their strategic goals. Contact us today. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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July 25, 2024in Data, Salesforce Education Cloud, Salesforce Implementation Services

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