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.
Obsidian Security recently discussed the complexity of enforcing Single Sign-On (SSO) within Salesforce and frequently encountering misconfigurations. Notably, 60% of Obsidian’s customers initially have local access without Multi-Factor Authentication (MFA) configured for Salesforce, highlighting a significant security gap that Obsidian diligently works to secure. Securing SaaS. The Hidden Vulnerability Application owners who manage Salesforce daily often remain unaware of this misconfiguration. Despite their deep knowledge of Salesforce management, local access without MFA presents an overlooked vulnerability. This situation raises concerns about the security of other SaaS applications, especially those without developed expertise or knowledge. If you have concerns about your configuration, Tectonic can help. Attacker Focus and Trends Attackers have historically targeted the Identity Provider (IdP) space, focusing on providers like Okta, Microsoft Entra, and Ping. This strategy offers maximal impact, as compromising an IdP grants broad access across multiple applications. Developing expertise to breach a few IdPs is more efficient than learning the diverse local access pathways of numerous SaaS vendors. Over the past 12 months, nearly 100% of the breaches that required Obsidian’s intervention through CrowdStrike or other incident response partners were IdP-focused. Notably, 70% of these breaches involved subverting MFA, often through methods like SIM swapping. In instances where local access bypasses the IdP, 95% of the time it lacks MFA. Recent discussions around Snowflake have brought attention to “shadow authentication,” defined as unsanctioned means to authenticate a user within an application. Obsidian Security has observed an increase in brute force attacks against SaaS applications via local access pathways over the last two weeks, indicating a growing awareness of this attack vector. Future Expectations Attackers continually seek easy and efficient pathways. Over the next 12 months, local access or shadow authentication is expected to become a major attack vector. Organizations must proactively secure these pathways as attackers shift their focus. What You Can Do How Obsidian Helps Salesforce Security partners offers robust solutions to address these challenges: By leveraging partner capabilities, organizations can enhance their security posture, protecting against evolving threats targeting local access and shadow authentication. The post “The Growing Importance of Securing Local Access in SaaS Applications” appeared first on Obsidian Security. 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
The advent of AI has introduced a layer of complexity to the concept of trust, intertwining technology with societal and individual concerns in various ways. Patterns for Trust in AI address some of these concerns. Ultimately, this erosion of trust poses formidable obstacles to innovation and responsible development within teams. To foster trust and mitigate these challenges, the adoption of design patterns emerges as a viable solution: Design patterns encapsulate solutions to common problems in a manner that’s easily replicable by others, offering a framework for creating trustworthy services. While design patterns streamline user experiences, they should also introduce a judicious level of friction to: Like Related Posts 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 Guide to Creating a Working Sales Plan Creating a sales plan is a pivotal step in reaching your revenue objectives. To ensure its longevity and adaptability to 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 Artificial Intelligence Is artificial intelligence integrated into Salesforce? Salesforce Einstein stands as an intelligent layer embedded within the Lightning Platform, bringing robust Read more
Modernizing Public Health using Salesforce Client is the largest tribally-operated health care system in the United States, with almost 160 full-time providers and over 2,200 health services employees. Committed to improving patient access, this Tribal Nation has invested substantially in technology, building new facilities and expanding existing locations. The primary hospital and nine health centers are dedicated to providing world-class patient care. Salesforce Health Services Modernization “The Gadugi Portal and Salesforce technology is helping us get to our citizens quicker by streamlining the application process, and enabling us to have updated records that are online and easily accessible to our citizens to truly help them recover in their greatest time of need” Client Implemented – Case Study: Salesforce Health Services Modernization The Problem: The Solution: The Results: Ready to explore a Salesforce implementation with Health Cloud, MuleSoft, and Experience Cloud for your government or public sector entity? Contact Tectonic today. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more
When a friend or colleague takes the time to tell you about a product or service, you probably pay attention. Your friend is more reliable than a Yelp review, right? Word of mouth is the most common way people hear about brands. But how can you tell if your existing customers like your company enough to recommend it to their friends? One way is by tracking your Net Promoter Score (NPS). Is NPS really the best way to measure customer loyalty? Some service leaders aren’t convinced. We wanted to explore the pros and cons of this popular (and sometimes controversial) metric by reviewing what it is, why it’s important, and why some Service Trailblazers choose to measure loyalty in other ways. What is a Net Promoter Score? The Net Promoter Score is a customer experience metric that captures how likely a customer is to recommend your products, services, or brand. Created by Fred Reichheld in 2003, NPS has since been widely adopted. To find NPS, businesses ask customers: “On a scale from 0 to 10, how likely would you be to recommend our company to a friend or colleague?” Typically, companies follow up with an open-ended question to understand why a customer chose their score. Customers are categorized as promoters, passives, or detractors based on their scores: By understanding these categories, businesses can gain insights into customer loyalty and take action to improve customer experiences and foster stronger relationships. How to Calculate Net Promoter Score A company’s NPS is calculated by subtracting the percentage of detractors from the percentage of promoters. For instance, if you have responses from 100 customers, with 30 promoters and 18 detractors, your NPS would be 12. Why is the Net Promoter Score Important? Companies use NPS to gain insights into individual customer experiences and understand the overall perception of their products, services, and brand. NPS feedback helps address individual issues, enhance product offerings, and apply customer service principles effectively. An improving NPS indicates positive changes that matter to customers, while a sudden drop signals potential issues that need attention. What is a Good Net Promoter Score? NPS can range from -100 to +100. While anything above 0 indicates more promoters than detractors, industry-specific benchmarks provide a more nuanced view. For example, the average NPS in the insurance industry is 74, whereas in healthcare, it’s only 45. According to Bain & Company, the creators of NPS, a score above 0 is considered good. Scores over 20 are favorable, over 50 are excellent, and above 80 are world-class. Comparing your NPS to industry benchmarks helps gauge your customer experience relative to competitors, though it’s important to consider the context, such as company size and market scope. What is a Bad Net Promoter Score? Any NPS below zero is considered bad, as it means more customers are dissatisfied than satisfied. A significantly lower NPS compared to competitors may indicate the need to re-evaluate your customer service experience and address gaps that cause dissatisfaction. What Can You Measure Using NPS? NPS provides insights into: Bain & Company’s data shows that companies with long-term profitable growth have an NPS twice as high as the average company. How to Run Surveys and Collect Feedback Running an NPS survey involves asking a single question, collecting responses, and calculating your NPS. Surveys can be distributed via email, text, in-store, or online at checkout, using a survey builder or NPS app for automation. When to Run NPS Surveys The timing of NPS surveys varies: Staggering surveys over time can provide a more organic picture of customer satisfaction. How to Collect NPS Feedback Following up with an open-ended question like, “What’s the primary reason for your score?” helps gather actionable insights. This feedback can highlight areas for improvement and strengths to build on. How to Improve Your Net Promoter Score Improving NPS requires both individual and broad strategies: Implementing Net Promoter Score Invest in NPS survey software that integrates with your CRM platform. Automate survey distribution and workflows to manage responses efficiently. Designate responsibilities for customer follow-ups and NPS analysis. Measuring Your NPS is Just the Beginning Your NPS provides valuable insights into customer loyalty and satisfaction. However, the follow-through on these insights is crucial for engaging customers and delivering better experiences. Measuring your NPS is the first step towards enhancing your overall customer experience. 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 Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more Top Ten Reasons Why Tectonic Loves the Cloud The Cloud is Good for Everyone – Why Tectonic loves the cloud You don’t need to worry about tracking licenses. Read more
In the digital era, banks face a significant challenge: obtaining a clear, reliable, and accurate understanding of their customers amidst a vast amount of fragmented data spread across different systems. Tracking Money Flows with Data Cloud. Despite the abundance of data, it often fails to provide a complete or accurate narrative. Simple questions like “Did a customer’s funds remain within the bank or exit entirely?” can be surprisingly challenging to answer due to this fragmented data. This disjointed view of customer behavior obstructs banks from leveraging valuable data to make informed decisions and enhance client engagement. Data Cloud and Data Strategy The solution lies not just in the data itself but in developing a robust strategy to consolidate customer data and make it actionable. By breaking down data silos and constructing comprehensive customer profiles, banks can unlock the true potential of their information. This leads to a deeper comprehension of their clients, enabling them to make intelligent decisions that drive engagement, predict customer needs, and manage attrition risks effectively. In today’s intricate economic landscape, this data-driven approach isn’t merely advantageous—it’s essential for banks to stay competitive and achieve sustained success. Tracking Money and Money Flows with Data Cloud Consider the case of William to illustrate the impact of data analytics. William, a sophisticated investor, continuously shifted his funds seeking the best returns. This presented a challenge for his bank, whose legacy systems were ill-equipped to track his dynamic financial activities effectively. The bank’s inability to follow William’s money hindered marketing and attrition management efforts. They needed to understand if funds were truly leaving the institution or just relocating within its ecosystem. The introduction of Data Cloud transformed the bank’s capabilities. By consolidating disparate data sources, they gained real-time insights into William’s financial activities, allowing them to understand his relationship with the bank better and make more reliable attrition predictions. Armed with this knowledge, the bank personalized their approach to William, showcasing tailored offerings aligned with his financial objectives. This personalized engagement transformed their relationship from transactional to collaborative, reducing attrition risk and maximizing mutual benefit. William’s case became a model for the bank, demonstrating the power of unifying data silos to understand customers’ financial behavior comprehensively. In today’s financial environment, overcoming fragmented data is paramount. Data Cloud offers a winning solution: Harnessing the abundance of data is crucial. By leveraging tools like Data Cloud, banks can unravel the mysteries of customer behavior and optimize their operations effectively. 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
The CIO’s website recently delved into the primary obstacles to achieving success in IT. Tectonic echoes these concerns and offers insights and remedies based on our Salesforce Implementation Solutions. Issues such as data challenges, technical debt, and talent shortages can significantly hinder the progress of IT organizations and departments in executing high-value projects. Several CIOs have shared their approaches to tackling these challenges. Tectonic poses solutions based upon the Salesforce ecosystem. Carm Taglienti, Chief Data Officer and Distinguished Engineer at Insight, reflects on the dual nature of the recent surge in artificial intelligence (AI). While AI advancements have undoubtedly enhanced efficiency and productivity across technology departments, lines of business, and business units, the rapid proliferation of AI technologies, particularly generative AI, has disrupted numerous IT plans. Taglienti emphasizes the need for organizations to adapt swiftly to these technological shifts to avoid derailing critical projects. Tectonic recently looked at challenges the public sector face in regards to AI. Read more here. The rapid evolution of technology poses a continuous challenge for IT leaders. The relentless pace of technological advancements, exemplified by the rise of AI, demands proactive resource allocation to stay competitive. Ryan Downing, CIO of Principal Financial Group, underscores the necessity of adopting a strategic approach to navigate the complexities of multicloud environments effectively. Tectonic echoes the multicloud challenge. We address this for our clients with Salesforce implementation, optimization, consulting, and ongoing managed services. Salesforce remains the world’s number one CRM solution for a reason. Cloud solutions for marketing, personalization, patient data privacy, manufacturing, feedback management, and more are just a small sampling of the IT solutions Salesforce and Tectonic present. Unaddressed data issues pose a significant impediment to realizing the full potential of analytics, automation, and AI. Many organizations are grappling with legacy systems and inadequate data management practices, hindering their progress in succesfully deploying advanced technologies. Working with a Salesforce partner can address this challenge. The scarcity of skilled talent remains a pressing concern for CIOs, as highlighted in the State of the CIO Study by Foundry. Despite efforts to train internal staff and leverage contractors, filling critical tech positions remains challenging, impeding transformation initiatives. Managed services providers help address this skill gap. Technical debt and legacy systems present additional hurdles for IT departments. The maintenance of outdated infrastructure drains resources and limits innovation, forcing CIOs to strike a delicate balance between modernization efforts and operational demands. Addressing cybersecurity threats and compliance with evolving regulations further strains IT resources, necessitating proactive measures to safeguard organizational assets and maintain regulatory compliance. Striking the right balance between sustaining existing operations, fostering growth, and driving transformative initiatives is another challenge facing CIOs. Scott Saccal of Cambrex emphasizes the importance of aligning resource allocation with strategic objectives to avoid market displacement. The allure of new technologies, coupled with executive pressure to explore shiny objects, can divert focus from core priorities, hampering strategic execution. Shadow IT and the lack of organizational agility pose additional barriers to IT success, highlighting the need for CIOs to foster collaboration, align IT initiatives with business goals, and cultivate a culture of adaptability within their departments. ‘Shadow IT’ refers to the unsanctioned use of software, hardware, or other systems and services within an organization, often without the knowledge of that organization’s information technology (IT) department. CIOs must navigate a myriad of challenges, from technological disruptions to talent shortages, while maintaining a laser focus on strategic objectives to drive organizational success in an ever-evolving digital landscape. Tectonic is here to consult and achieve your IT challenges. Contact us today. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more
Tectonic is Pleased to Announce Salesforce Implementation Solutions! The world’s #1 CRM platform has just received a new function in deliverability. Salesforce Implementation Solutions from Tectonic are pre-planned, flxed rate priced, low technical debt solution to Salesforce implementations. Designed with the SMB in mind, Tectonic’s Salesforce Implementation Solutions get you up and running quickly on the Salesforce solutions you need. Finding the right mix of Salesforce products can be as challenging as finding the right Salesforce partner. Tectonic has custom designed Salesforce Implementation Solutions to help ease the integration to the Salesforce platform. Sometimes called quickstarts, jumpstarts, or even accelorators, Salesforce Implementation Solutions are designed to get you set up right and fast, to see the value from your Salesforce investment. Tectonic has tailored our packages to address specific business needs. Pre-defined Salesforce Deliverables at a Fixed Price The Salesforce Implementation Solutions experts at Tectonic will enable you to deploy Salesforce in weeks not months to maximize efficiency. Whether you are seeking a marketing platform solution, a healthcare CRM, personalization, feedback management, or core Salesforce platform capabilities we have you covered. Tectonic gets you started on Salesforce quickly and affordably, without compromising on quality. These fast implementation solutions help you hit the ground running. It doesn’t matter if you’ve never used Salesforce, never purchased a Salesforce license, or have been using the simple, out-of-the-box version. Our team of Salesforce experts will identify and implement what is critical for your business’s immediate success. Thereby giving you the functionality that can develop and grow along with your business at minimal cost, and lightning speed. Why Salesforce Implementation Solutions? From kick off call and discovery to UAT and launch, these packages are here for quick and easy implementation service. With a flat fee, you know your project will be completed on time and budget. When you are seeking a basic platform stand-up, you don’t need to be bombarded with endless choices and decisions. With the help of our certified Salesforce professionals, you will receive expert guidance and support as we implement your new system with a focus on maximizing functionality. You want an implementation with a proven roadmap. Implementation solutions include a range of tools and resources, such as a personalized onboarding plan, training resources, and pre-built solutions, that can help reduce the time it takes to implement Salesforce. This can be especially helpful if you are new to Salesforce or if you need to get your implementation completed in a short time frame. Efficiency, speed, and success are the promises of Tectonic Salesforce Implementation Solutions. Salesforce is your customer success platform, designed to help you sell, service, market, analyze, and connect with your customers. Interested in making the most of Salesforce? Tectonic’s implementation solutions get your business or nonprofit up and running in weeks. Automation is one of the big keys to managing tons of data. Our implementations get you where you need to be in no time flat. Salesforce CRM isn’t just a solution to automate processes, manage workflows, and corral data. Salesforce can jumpstart your digital transformation. Tectonic’s Salesforce implementations avoid the unexpected costs of an implementation. Fixed price packages prevent surprises. Tectonic provides niche, high quality, service-oriented Salesforce implementation, customization, and managed services. The best time to embark on your transformation was 5 years ago. The second best time is right now. Tectonic Salesforce implementation solutions, or quickstarts, are limited engagement implementations. They zero in on key planning and decision making, standard and custom configurations, and essential training to get up and running lightning fast. Therefore our solutions provide immediate benefits and ROI. Tectonic even offers implementations for upgrading versions and clouds within Salesforce. These all-in-one solutions take the guesswork out of implementing Salesforce with a proven partner to guide you every step of the way. Learn about all Tectonic’s Salesforce Implementation Solutions here. If you have other needs you’d like to address in a flat bundled project, contact us today. 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
Changes are afoot for Salesforce Sales Cloud. Salesforce Summer 24 Sales Release Notes. Salesforce Summer 24 Sales Release Notes 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
Account Engagement Email Compliance FAQs Sometimes it is difficult to get a straight answer as to Account Engagement Email Compliance requirements. Tectonic has you covered. Using Purchased and Third-Party Lists in Account Engagement I purchased a list from a third party who assures me it’s an opted-in list. Can I email this list with Account Engagement? NO. Using a purchased list directly violates our permission-based marketing policy. Emails sent to such lists are unsolicited bulk emails, defined as spam. Using a purchased list can damage your company’s reputation and make you a spammer. I’m a member of X industry and I got this list from the membership directory of a group I’m in. Can I email this list with Account Engagement? NO. Third-party lists, regardless of origin, are not allowed. Before using this list in Account Engagement, you must solicit permission from each prospect through 1:1 emails (outside of Account Engagement) or a phone campaign. Someone followed us on LinkedIn or other social media. Does that mean they opted in? NO. Following your business on social media does not equate to consent for receiving emails. Prospects must explicitly provide their email address and permission to receive marketing emails. CAN-SPAM only requires an unsubscribe link, so can I send email to any list through Account Engagement? NO. Our Permission-Based Marketing Policy requires explicit permission before sending marketing emails to prospects. This policy, part of our service agreement, mandates obtaining permission before using Account Engagement to send emails. Simply including an unsubscribe link does not comply with our policy. I had a booth at a tradeshow, and the organizers gave me a list of attendees. Can I email them with Account Engagement? MAYBE. Tradeshow lists are complex regarding permission-based marketing. While attendees might be aware of opting into communications, explicit permission is still necessary. You can send one initial email indicating where you obtained their information and requesting opt-in for future communications. Prospects who don’t opt-in cannot be emailed again through Account Engagement. I collected these prospects over a year ago, and I’m ready to start emailing them. Can I use Account Engagement? MAYBE. For stale lists (especially over a year old), run a Permission Pass to clean up your list and confirm that prospects still wish to receive your emails. This helps maintain low spam complaints by re-soliciting permission from the prospects. When prospects buy my product, I ask them if they’d like to subscribe to marketing emails. Is it okay to email them with Account Engagement? YES. Emailing customers who have opted in is acceptable. As long as you have explicit permission from the prospect, you can use Account Engagement to email them. I had a booth at a tradeshow and prospects filled out an email opt-in form at my booth. Can I use this list with Account Engagement? YES. Emailing prospects who have opted in through an email opt-in form at your booth is fine. Ensure you have explicit permission from the prospect. To be safe, set up a Confirmed Opt-In Process to verify the opt-in request and validate the email address. I had prospects verbally opt in. Can I use this list with Account Engagement? Yes, but… After receiving a verbal opt-in, follow up with an email thanking the prospect for opting in. This confirms their consent and reduces the likelihood of your emails being reported as spam. I was searching Hoovers and spotted some employees who would be interested in my content but don’t know their email address. Can I guess their email address and send to them? NO! This practice, known as appending, violates our Permission-Based Marketing Policy. Guessing email addresses risks damaging your email reputation due to hard bounces or spam complaints. Explicit permission from prospects eliminates the need to guess email addresses. 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 Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more Top Ten Reasons Why Tectonic Loves the Cloud The Cloud is Good for Everyone – Why Tectonic loves the cloud You don’t need to worry about tracking licenses. Read more
Did you know that you can easily connect Marketing Cloud Account Engagement and Salesforce Advertising Studio, enabling the inclusion of prospects in your advertising campaigns? Connect Salesforce Marketing Cloud Account Engagement and Salesforce Advertising Studio. Advertising Studio is now called Marketing Cloud Advertising. During this transition, you may see references to Advertising Studio. Marketing Cloud’s Advertising Studio is an engagement tool that integrates with online advertising channels, allowing you to run targeted ad campaigns for contacts within your database. The possibility of connecting Account Engagement and Advertising Studio is available, whether you’re utilizing the full Marketing Cloud suite or using Account Engagement only and Advertising Studio as standalone products. Connect Salesforce Marketing Cloud Account Engagement and Salesforce Advertising Studio Without the connection between MCAE and Marketing Cloud Advertising, targeting Account Engagement prospects on digital ad platforms involves a manual process of uploading data. For instance, platforms like Meta Ads Manager (Facebook and Instagram) allow you to import contacts via a .csv file, requiring manual extraction from your marketing platform organizing data into a compatible spreadsheet template, and then uploading the list. Manual handling poses risks of data corruption, non-compliance, and potential GDPR breaches, in addition to being time-consuming and tedious. Simplification Marketing Cloud Advertising simplifies the process by allowing you to connect accounts and create audiences directly within the system. This ensures data safety within the CRM, with instant syncing of records. With inclusion of contacts in ad campaigns without manual refreshing. This real-time capability is beneficial for various campaigns, including re-engaging inactive subscribers, extending email marketing reach through advertising coordination, retargeting based on recent behavior, excluding certain contacts from ads, and capturing leads from Facebook Lead Ads into Sales Cloud instantly. Additionally, you can leverage first-party data to create ‘lookalikes’ for ad campaigns and seamlessly import new leads into Salesforce. Sales team can follow-up, ultimately improving the return on investment for online advertising. As well as configuration of accounts to enable data flow between Account Engagement, Salesforce, and Ad Studio is all that’s required. For Enterprise Users For Enterprise users, there’s the added ability to see and manage campaigns directly from Marketing Cloud Advertising. By eliminating the need to switch between multiple platforms. Keep in mind that each advertising platform has different criteria for matching contacts. Understanding your match rate upfront is crucial for an effective social ads strategy. By Tectonic Marketing Cloud and Account Engagement Solution Architect, Shannan Hearne 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 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 Guide to Creating a Working Sales Plan Creating a sales plan is a pivotal step in reaching your revenue objectives. To ensure its longevity and adaptability to 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
Large children’s hospital needs a usable data model and enhanced security to deliver excellent patient outcomes. Healthcare Health Cloud Marketing Cloud Large Childrens Hospital. Industry: Healthcare Client is a large children’s hospital with pediatric healthcare offering acute care. Problem: Implemented : Our solution? Results: In order to improve operations, provide physician-facing services, and move data—including PHI and PII—to the cloud, we have assisted healthcare providers in overcoming these obstacles. Salesforce offers all-inclusive solutions specifically designed to meet the demands of payers (insurance companies) and providers (healthcare organizations). Better health outcomes, more operational effectiveness, and increased patient engagement are the goals of these solutions. Salesforce solutions for the health and life sciences are tailored to the particular requirements of the medical industry. Salesforce offers digital transformation technology for health and life sciences industries. If you are considering a Salesforce healthcare implementation, contact Tectonic today. 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
Explore the diverse new ways in which advances in Public Sector Solutions revolutionize the provision of public services. Establish interactive application forms and deploy them on an Experience Cloud site accessible to constituents. Develop automated approval processes for efficient application review. Employ dynamic assessments for evaluating applications, and generate care plans and referrals to assist constituents in need. Utilize a trial Salesforce PSS org to explore the product and prepare for implementation. Discover the synergy between the Salesforce platform, a dedicated data model, and a suite of common components that facilitate the implementation of a solution tailored to your agency’s needs. Whether implementing Public Sector Solutions for a municipality, state, province, or at the federal or national level, each public agency has distinct requirements for serving constituents through digital tools and workflows. Public Sector Solutions avoids a one-size-fits-all approach, allowing you to combine various components and tools to create a customized solution for you and your constituents. Salesforce Platform: The cloud-based Salesforce platform, encompassing Sales Cloud, Service Cloud, and Experience Cloud, forms the foundation of Public Sector Solutions and is inclusive with the product. Offering relationship management, case management, collaboration, integration, and data insight capabilities, the platform provides a 360-degree view of constituents for more effective service, management, and interaction. Adhering to stringent data security regulations, the platform allows quick deployment and scalability, with flexibility for expansion. Data Model: The Public Sector Solutions data model is tailored for government agencies, encompassing objects for defining regulatory agencies, authorization types, codes, constituents as business or person accounts, visits, complaints, violations, and more. Whether managing licenses and permits, conducting inspections, or overseeing social services programs, the data model accommodates diverse governmental tasks. Industry Common Layer: A suite of no-code and low-code components and tools, including OmniStudio, Action Plans, Document Tracking and Approvals, OmniStudio Document Generation, Business Rules Engine, and more, enables automation of traditionally paper-based processes. Common layer components facilitate the creation of dynamic forms, application reviews, complex policy decisions, and more. Prebuilt Apps: These elements culminate in several prebuilt applications, each addressing specific needs: Contact Tectonic today to explore Salesforce public sector solutions. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more
Salesforce Partner Trailblazer Score explained. The Consulting Trailblazer scorecard undergoes daily updates, while tier calculations occur on a quarterly basis. Following the conclusion of each quarter, the subsequent month is utilized to determine any tier adjustments. Upon completion of the quarterly assessment, any tier advancements take effect on the first day of the subsequent month. For precise timing regarding quarterly evaluations, please refer to our Partner Program Policies. Salesforce Partner Trailblazer Score. Upon accruing the requisite points for promotion to the next tier, individuals can anticipate the new tier to be reflected on their scorecard quarterly, occurring one month subsequent to the conclusion of the preceding quarter. This interval allows our internal teams adequate time for review and system updates. While accumulating sufficient points may indicate eligibility for tier advancement, it’s important to note that tiers are not automatically updated. Tier transitions occur solely following the culmination of a tier evaluation period. In instances where tier advancement does not align with expectations post-quarterly evaluation, individuals are encouraged to initiate a case via Salesforce Help for further investigation. To expedite the resolution process, Salesforce asks you to kindly provide the following details: Partners can monitor their Consulting Partner Trailblazer score via the Manage (New) tab within the Partner Community. Access to the Manage (New) tab is granted exclusively to partners who have progressed beyond the Provisional tier (Base, Ridge, Crest, Summit). Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more
Turtle Bay a featured Success story at Salesforce TralblazerDX and more. Proud to be part of the Turtle Bay Salesforce journey! Learn how Tectonic can help you increase bookings. Proud to be part of the Turtle Bay Salesforce journey Travel Transportation Salesforce Tectonic has helped hospitality clients create a real-time view of their guests to surprise and delight them with personalized service across every interaction. Salesforce provides tailored solutions for the hospitality, tourism, resort and travel industry, helping businesses in this sector deliver exceptional customer experiences, streamline operations, and drive growth. These solutions leverage the power of the Salesforce Customer 360 platform to centralize data, enhance communication, and provide a personalized experience for guests. Salesforce provides technologies that digitally transform travel, tourism, and hospitality businesses. About the Company Nestled on O‘ahu’s legendary North Shore, Turtle Bay Resort spans 1,300 pristine acres with 12 miles of nature trails, seven secluded beaches, 408 ocean-view rooms, 42 Ocean Bungalows, a 468-acre Kuilima Farm, championship golf course, and Nalu Spa, with activities including surfing, kayaking, horseback riding, biking, helicopter tours, and more. Turtle Bay Resort is a sustainable and completely self-sufficient resort, cultivating all of the ingredients for its restaurants directly from the property. “We are dedicated to delivering the most incredible experience for each and every single one of our guests, personalizing their stays to their needs and wants. The Salesforce Einstein platform makes it easy for us to achieve this.” Lynette EugenioDirector of Marketing, Turtle Bay Resort Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more
