Salesforce Implementation Archives - Page 4 of 8

add-ons for public sector solutions salesforce

25Jan

Add-Ons for Salesforce Public Sector

Enhance your Public Sector Solutions implementation by incorporating add-ons. For instance, consider obtaining an add-on license for CRM Analytics, featuring prebuilt dashboards with predictive analytics to enhance constituent service. Alternatively, opt for an add-on license for Intelligent Document Reader, utilizing optical character recognition to extract data from paper-based forms and supplementary documents directly into Salesforce records. Further, explore add-on licenses for Einstein Relationship Insights, additional calls for the Business Rules Engine, or extra business and individual application forms.

January 25, 2024in Salesforce Implementation Services, Salesforce Public Sector Solutions

06Dec

Will You Get a Return on Your AI Investment?

To get a return on AI investment, you must understand what you are investing in with Artificial Intelligence. “You need to be able to be clear-eyed about the potential but be able then to come down to the use cases. What are the functions? What are the tasks? What are the jobs to be done?”

December 6, 2023in Salesforce Einstein, Salesforce Implementation Services

01Dec

Case Study: Manufacturing-Salesforce Sales/Service/Marketing Clouds

Before we stepped in, this company was grappling with a fragmented data environment. Their sales and service teams had to rely on countless spreadsheets, and as you can imagine, this was not only tedious but also prone to errors. This lack of a unified data source meant they were unable to provide a cohesive customer experience, with sales and service teams often operating in silos.

December 1, 2023in Salesforce, Salesforce Experience Cloud, Salesforce Implementation Services, Salesforce Manufacturing Automotive Energy, Salesforce Marketing Cloud, Salesforce Marketing Cloud Account Engagement (Pardot), Salesforce Sales Cloud, Salesforce Service Cloud, Salesforce Success Stories

08Nov

What is B2BMA in Salesforce?

B2BMA in Salesforce is a CRM Analytics app that segments and visualizes your marketing and sales data. After you assign user permissions, marketers can create B2B Marketing Analytics dashboards in CRM Analytics Studio. Before you begin, you must have a verified Salesforce connector. B2B Marketing Analytics gets you running with analytics for Salesforce Account Engagement

November 8, 2023in Marketing Automation, Salesforce Marketing Cloud Account Engagement (Pardot), Salesforce Sales Cloud

05Nov

Salesforce Permissions for Sales Enablement Team

Assigning Permissions to Your Sales Enablement Team in Salesforce: Salesforce Permissions for Sales Enablement teams make everyone’s access safe. 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

November 5, 2023in Salesforce, Salesforce Sales Cloud

28Oct

How Data Cloud and Salesforce Success Depend on Data Quality

Optimizing AI’s Impact on Your Business: The Crucial Role of Data Quality in Salesforce In the ever-evolving digital landscape, the convergence of data quality and artificial intelligence (AI) is a linchpin for organizational success. Success depends on data quality within the Salesforce ecosystem. The synergy between Einstein, an advanced AI system, and Data Cloud underscores

October 28, 2023in Salesforce Data Cloud, Salesforce Einstein, Salesforce Financial Cloud, Salesforce Managed Services, Salesforce Sales Cloud

Salesforce Big Data and Travel and Hospitality

28Oct

Dynamic Components to Reduce User Record Page Size

Adapted from Kate Hughes Salesforce blog post October 2023 Effectively organizing and accessing the right information is crucial for Trailblazers in various roles, from Admins and Designers to Architects and Consultants. With dynamic components user record pages can be compact. Overcoming the challenge of simplifying the user experience of record pages is essential for optimizing

October 28, 2023in Salesforce, Salesforce for Nonprofits

23Oct

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

Transform into a Modern Data Driven Organization: case study nonprofit hospitality salesforce Largest Non-Profit Travel / Trade Organization moves to the cloud and adopts Salesforce and Google Cloud Platform to improve Operations and Marketing Industry: Government – Travel / Hospitality Service Cloud Experience Cloud case study nonprofit hospitality salesforce The largest nonprofit travel and Trade

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

Salesforce Marketing Cloud Account Engagement

12Oct

Salesforce Account Engagement Quickstart

Account Engagement Quickstart by Tectonic’s Salesforce Marketing Consultant, Shannan Hearne Salesforce Account Engagement is the leading B2B marketing automation platform, existing in the cloud and becoming a part of the Salesforce family in 2012 through the acquisition of Exacttarget (formerly known as Pardot). The latter had acquired Salesforce Account Engagement in 2012 and, post-integration with

October 12, 2023in Marketing Automation, Salesforce Implementation Services, Salesforce Marketing Cloud, Salesforce Marketing Cloud Account Engagement (Pardot)

10Oct

Choosing a New Salesforce for Outlook Solution

6 Tips for Choosing a New Salesforce for Outlook Solution as an Email Tool: As you gear up for the transition, consider the following insights when selecting a replacement for Salesforce for Outlook: As you evaluate New Salesforce for Outlook Solutions, reach out to Tectonic for assistance in selecting the right solution for your organization.

October 10, 2023in Salesforce, Salesforce Implementation Services, Salesforce Managed Services

04Oct

Best Practices for Data Management

Mastering Data Management in Salesforce Effective data management is crucial for maximizing success with Salesforce. Ensuring you have high-quality, useful data empowers your team to achieve business goals and identify growth opportunities. Below are learning resources, expert articles, and video guides designed by Salesforce professionals to help you take control of your data. Build a

October 4, 2023in Data, Salesforce

26Sep

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

An American chain store of bakery-cafe fast food restaurants with over 2,000 locations, all of which operate in 48 states, the District of Columbia and Canada. The restaurant offers a sit-down restaurants (some with drive-throughs) where customers can enjoy a variety of freshly made sandwiches on your choice of bread, accompanied by soup or salad.

September 26, 2023in Salesforce Experience Cloud, Salesforce Implementation Services, Salesforce Sales Cloud, Salesforce Service Cloud, Salesforce Success Stories

17Sep

Successful Salesforce Implementation

Unlocking the Potential of Salesforce: A Guide to Corporate Success Are you ready to explore the world of Successful Salesforce Implementation? In this Tectonic insight, we’ll explore how to leverage Salesforce to its fullest potential for your corporate success. Whether you’re a small startup or a large corporation, keep reading for practical advice and real-world

September 17, 2023in Salesforce Development Services, Salesforce Implementation Services

12Sep

Case Study: Modernizing Public Health Using Salesforce

Modernizing public health solutions with Salesforce and Tectonic

September 12, 2023in Public Sector Solutions, Salesforce, Salesforce Development Services, Salesforce Health and Life Sciences Solutions, Salesforce Health Cloud, Salesforce Implementation Services, Salesforce Success Stories

11Sep

How Einstein Lead Scoring Works on Your Prospect Data

How Einstein Lead Scoring Works on Your Prospect Data By Shannan Hearne, Tectonic Marketing Consultant The love hate relationship between sales and marketing is based on lead quality. Each party is tempted to blame the other for deals that fail to close. Either marketing thinks the sales team dropped the ball following up with the

September 11, 2023in Einstein Insights, Salesforce Sales Cloud

Salesforce Implementation

Add-Ons for Salesforce Public Sector

Will You Get a Return on Your AI Investment?

What is B2BMA in Salesforce?

Salesforce Permissions for Sales Enablement Team

How Data Cloud and Salesforce Success Depend on Data Quality

Dynamic Components to Reduce User Record Page Size

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

Salesforce Account Engagement Quickstart

Choosing a New Salesforce for Outlook Solution

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

Case Study: Modernizing Public Health Using Salesforce

How Einstein Lead Scoring Works on Your Prospect Data

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