Salesforce Partner Archives - gettectonic.com - Page 2
Salesforce Data Cloud and Zero Copy
28Sep

Salesforce Data Cloud and Zero Copy

As organizations across industries gather increasing amounts of data from diverse sources, they face the challenge of making that data actionable and deriving real-time insights. With Salesforce Data Cloud and zero copy architecture, organizations can streamline access to data and build dynamic, real-time dashboards that drive value while embedding contextual insights into everyday workflows. A session during Dreamforce 2024 with Joanna McNurlen, Principal Solution Engineer for Data Cloud at Salesforce, discussed how zero copy architecture facilitates the creation of dashboards and workflows that provide near-instant insights, enabling quick decision-making to enhance operational efficiency and competitive advantage. What is zero copy architecture?Traditionally, organizations had to replicate data from one system to another, such as copying CRM data into a data warehouse for analysis. This approach introduces latency, increases storage costs, and often results in inconsistencies between systems. Zero copy architecture eliminates the need for replication and provides a single source of truth for your data. It allows different systems to access data in its original location without duplication across platforms. Instead of using traditional extract, transform, and load (ETL) processes, systems like Salesforce Data Cloud can connect directly with external databases, such as Google Cloud BigQuery, Snowflake, Databricks, or Amazon Redshift, for real-time data access. Zero copy can also facilitate data sharing from within Salesforce to other systems. As Salesforce expands its zero copy partner network, opportunities to easily connect data from various sources will continue to grow. How does zero copy work?Zero copy employs virtual tables that act as blueprints for the data structure, enabling queries to be executed as if the data were local. Changes made in the data warehouse are instantly visible across all connected systems, ensuring users always work with the latest information. While developing dashboards, users can connect directly to the zero copy objects within Data Cloud to create visualizations and reports on top of them. Why is zero copy beneficial?Zero copy allows organizations to analyze data as it is generated, enabling faster responses, smarter decision-making, and enhanced customer experiences. This architecture reduces reliance on data transformation workflows and synchronizations within both Tableau and CRM Analytics, where organizations have historically encountered bottlenecks due to runtimes and platform limits. Various teams can benefit from the following capabilities: Unlocking real-time insights in Salesforce using zero copy architectureZero copy architecture and real-time data are transforming how organizations operate. By eliminating data duplication and providing real-time insights, the use of zero copy in Salesforce Data Cloud empowers organizations to work more efficiently, make informed decisions, and enhance customer experiences. Now is the perfect time to explore how Salesforce Data Cloud and zero copy can elevate your operations. Tectonic, a trusted Salesforce partner, can help you unlock the potential of your data and create new opportunities with the Salesforce platform. Connect with us today to get started. 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 28, 2024in Data, Google, Salesforce, Salesforce Data Cloud, Snowflake
Unified Omnichannel Retail Platform
08Aug

Unified Omnichannel Retail Platform

Salesforce has signed a definitive agreement to acquire PredictSpring, a leading unified omnichannel retail platform in the retail POS market. This acquisition aims to enhance Salesforce’s Customer 360 capabilities by integrating PredictSpring’s technology into physical retail environments. Jeff Amann, EVP of Salesforce Industries, emphasized the potential synergies: “Consumers demand a retail experience that seamlessly blends physical and digital shopping. The combined talent, resources, and innovation of Salesforce and PredictSpring will empower brands and retailers to drive frictionless and personalized engagement across all touchpoints.” PredictSpring’s modern POS software offers a fast checkout service centered around customer experience. It advocates for intelligent and user-friendly technology to revolutionize in-store operational efficiency. On its website, PredictSpring details how its unified retail platform enables consistent shopping experiences by incorporating features such as diverse payment options, inventory access, customer data management, and personalized recommendations. This alignment supports Salesforce’s 360-degree customer view, multi-tender payment management, and streamlined customer experiences. PredictSpring also provides Cloud POS solutions, enabling mobile transactions within stores, and includes features like Store Operations, Clienteling, Endless Aisle, and Store Fulfilment to enhance worker efficiency and shopper experience. Its Content Management System (CMS) allows retailers to create customizable experiences matching company branding, promotions, and loyalty programs. Already a Salesforce partner, PredictSpring has integrated Commerce Cloud and Service Cloud. Its customers include Movado, LoveSac, Steve Madden, Suitsupply, Bouclair, and Deceim. Nitin Mangtani, Founder & CEO of PredictSpring, expressed enthusiasm for the partnership: “We are excited about the future of PredictSpring and what this means for the retail industry at large. We’re energized by the opportunity to make an even greater impact on the future of shopping as part of Salesforce.” Why PredictSpring mPOS? Retailers have become acutely aware of the detrimental impact that outdated legacy point of sale systems are having on their brand’s reputation and overall customer satisfaction. The consequence is evident in prolonged queues and an unsatisfactory shopping experience. However, the remedy to this challenge presents itself in the form of a modern solution: the mobile point of sale (mPOS). Forward-looking brands are embracing the concept of prioritizing mobile-first POS systems as the natural progression, and the integration process is surprisingly straightforward – a seamless extension to existing point of sale infrastructure. Facilitate cash payments with a mobile point of sale, streamlining the payment experience. With the Modern POS, store devices are wirelessly connected to a cash drawer so payment can be taken from anywhere in-store, leading to a higher engagement and conversion rate with customers. According to research released by Capterra, “48% of retail workers prefer using mPOS”. PredictSpring True Omnichannel Replace the need for separate technology stacks with a completely unified retail platform. PredictSpring ensures in-store experiences benefit from the same functionality as online ones. This includes the same payment options, company-wide inventory access, customer data management and personalized product recommendations. With these capabilities, stores are empowered by a truly Modern POS that provides seamless cross-channel personalization, inventory management, order management and order fulfilment. Encompassing the power of a full Modern POS, the system offers brands 50+ 00TB modules of integrated technology, including mPOS, clienteling, order fulfilment, order management and inventory management features. The Modern POS platform provides store associates with a 360 view of customers and access to a global inventory, resulting in a fully integrated brand experience at every touchpoint. This way, when a customer visits in-store they can interact with the physical products and receive a high-touch service while also still benefiting from the same access to inventory, reviews and recommendations as an online customer. APIs and Integrations PredictSpring is built for integrations. With the REST API, developers can access and seamlessly integrate PredictSpring functionalities into existing operations as well as other third-party applications. The platform’s API layer allows data to be shared securely across channels while minimizing risk. With this added flexibility comes the ability to create individually personalized and completely seamless experiences both online and in-store. Leverage easy integrations to offer more payment options for global customer bases. PredictSpring supports integrations with third-party payment providers such as Adyen, Elavon and Stripe to simplify the collection of global payments. PredictSpring fully supports omni channel order management. Ensure orders arrive on time while incurring the lowest costs with item-level smart order routing and rules-based configurations. Leverage inventory, location and fulfilment data to ensure order routing is optimized for orders on all channels – whether in-store or eCommerce. Leverage enterprise-wide inventory data and integrate with third-party logistics platforms to maintain a full, real-time picture of inventory. As well as cycle counts and easy inventory adjustments, the platform supports integration with RFID to ensure accurate inventory data. As well as offering BOPIS and curbside pickup solutions, the PredictSpring platform natively supports find in store and ship to store capabilities to maximize fulfilment options. Pick and pack allows fulfilment from any location with orders also able to be routed from store to store. PredictSpring allows the device’s own camera to be used as a barcode scanner, with no additional hardware required, to ensure easy order tracking functions for associates. Salesforce Commerce Cloud With a secure integration with Salesforce Commerce Cloud, PredictSpring offers even more flexibility. Users can choose to utilize features as a combined offering or independently to suit requirements. With this partnership, PredictSpring customers can benefit from the deployment of key Salesforce features including, customer data insights, order management, cart synchronization, product information management and more. AI-Based Voice Assistant Natural Language Based Voice Assistant for Modern POS Retail in the digital era is a story of constantly rising customer expectations. These days, customers demand seamless omnichannel experiences, so they can shop whenever and wherever they want. They expect personalized in-person shopping experiences, instant gratification, and fast, reliable delivery options. The only way to continue to meet these expectations at scale without breaking the bank is to harness the capabilities of AI—which is where the PredictSpring Modern POS comes in. As Modern POS systems have evolved into a complete operating system for stores with functionality ranging from checkout, returns, store fulfillment, clienteling,

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August 8, 2024in Salesforce Commerce Cloud
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
2024 Changes in Salesforce for Nonprofits
02May

2024 Changes in Salesforce for Nonprofits

The past year brought substantial changes to the Salesforce ecosystem for nonprofits,charities, and ngos. 2024 Changes in Salesforce for Nonprofits include a new cloud, new tools, and more. Whether you’re a casual observer or actively engaged in the nonprofit sector, staying current may feel challenging. As a Salesforce partner deeply involved in helping nonprofits navigate Salesforce, Tectonic provides insights into the current state of Salesforce for nonprofits across three key areas: Platform, Partners, and Community. Understanding the Platform Other Changes Understanding Your Partners Understanding the Community After a year of significant changes, navigating Salesforce for nonprofits has become a bit more complex. Despite these challenges, the ecosystem continues to offer vast possibilities for leveraging technology in service of nonprofit missions. Any content that you come across prior to March 2023 will be about the older generation of Salesforce nonprofit products. They may no longer be relevant. Tectonic is please to announce our Nonprofit Cloud Salesforce Implementation Solutions. 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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May 2, 2024in Salesforce, Salesforce for Nonprofits, Salesforce Tableau
Blockers to IT Success and Salesforce Implementation Solutions
29Apr

Blockers to IT Success and Salesforce Implementation Solutions

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 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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April 29, 2024in Generative AI, Salesforce, Salesforce Einstein
Salesforce Implementation Solutions
26Apr

Salesforce Implementation Solutions Are Here!

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 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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April 26, 2024in Data, Salesforce, Salesforce Implementation Services
Salesforce Partner Trailblazer Score
04Mar

Salesforce Partner Trailblazer Score

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 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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March 4, 2024in Salesforce, Salesforce Implementation Services
Technical Debt
18Apr

Don’t Let Salesforce Technical Debt Derail Your Next Upgrade!

A well-optimized Salesforce org is the foundation of a smooth upgrade and long-term success. But like any powerful, customizable platform, Salesforce naturally accumulates technical debt—especially as your business evolves. The good news? It’s manageable—if you take the right approach. Is Your Salesforce Org Carrying Hidden Technical Debt? Just like financial debt, unchecked technical debt can slow your growth, reduce agility, and frustrate users. Partnering with a Salesforce expert can help you quickly identify and resolve issues before they escalate—saving time, money, and headaches. Signs Your Salesforce Org Has Technical Debt You don’t need to be a developer to spot the symptoms. Technical debt often impacts users first, then spreads across your business. Watch for: Behind the Scenes: Developer & Admin Struggles Admins and developers face their own battles with tech debt, including: These issues don’t just slow performance—they make every future change harder, delaying releases and limiting your ability to leverage new Salesforce features. How Does Salesforce Technical Debt Happen? Even with a skilled team, tech debt creeps in through: The result? Your team spends more time patching problems than driving innovation—whether that’s streamlining quotes, improving service, or scaling operations. How to Manage (and Reduce) Salesforce Technical Debt A structured, three-phase approach keeps your org healthy: Start with a Salesforce Health Check A technical debt assessment from a trusted Salesforce partner can uncover hidden risks and create a clear roadmap for optimization. Real-World Impact: When Technical Debt Holds You Back Imagine you’re a fast-growing outdoor retailer. Salesforce helped you scale—but now, it’s slowing you down. Your Challenges: The Solution? A Strategic Optimization Plan The Results? Keep Your Org Healthy for the Long Haul Technical debt never disappears completely—but with the right partner, you can control it, reduce it, and prevent it from derailing your growth. Why Partner with Us? At Tectonic, we don’t just fix Salesforce—we transform it into a growth engine. Our mission is to simplify processes, empower teams, and drive measurable success. Ready to optimize your Salesforce org? Let’s talk. 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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April 18, 2023in Data, Salesforce
Salesforce Loyalty Management
22Feb

Salesforce Loyalty Program Explained

Loyalty Management enables you to customize programs that precisely align with the unique needs of your business and customer base. Salesforce, equipped with a flexible platform, aids businesses in reimagining their loyalty strategies. The Salesforce Loyalty Cloud empowers businesses across various industries to effortlessly build intelligent loyalty programs without the need for coding. These programs incentivize customers to engage more with the brand, fostering repeat business. Salesforce Loyalty Program Explained. Unleash the full potential of your Customer Loyalty platform through impactful features: The centralized program management feature allows you to configure loyalty programs tailored to your needs, activate segments across channels quickly, and iterate based on results. Improved customer engagement uses behavior analysis to optimize experiences across web and mobile, tailoring them to individual users. Cross-industry partnerships provide customers with more options, and fast time-to-market for referral promotions is facilitated through a guided setup wizard. Identifying brand advocates and implementing AI-powered referral programs with predictive dashboards enhance program impact. Personalizing promotions based on member data and utilizing predictive performance insights maximize engagement and ROI. A single customer view connects loyalty across the customer experience, triggering marketing journeys and providing insights for enhanced interactions. Elevate your loyalty initiatives, engage customers effectively, and drive business growth with the robust capabilities of the Customer Loyalty platform and the expert guidance from Tectonic. 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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February 22, 2023in Data, Salesforce, Snowflake
Explore Salesforce Experience Cloud
04Feb

Explore Salesforce Experience Cloud

Empowering Businesses with Exceptional Salesforce Cloud Solutions Explore the transformative work we have done for our clients with Salesforce Experience Cloud, showcasing some of the exceptional solutions we have implemented. Through our strategic initiatives, we have enabled organizations across various industries to leverage the full potential of Salesforce Clouds to enhance user engagement, streamline operations, and achieve significant business growth. Our success stories reflect the diverse challenges our clients faced and the optimized solutions we provided to address them. For instance, by revamping an recruiting portal for a prominent American government agency, we reduced issues related to recruting, onboarding, and retaining talent. Tectonic’s approach incorporates the latest Salesforce technologies, such as Lightning Web Components, Service Cloud, and Experience Cloud, to deliver high-performing, scalable solutions. From improving partner portals for better partner support to transforming community portals for enhanced user experience, our solutions are designed to meet specific client needs while ensuring long-term adaptability and success. Manufacturing – Experience Cloud Case Study Public Sector – Experience Cloud and Grants Management Case Study Manufacturing – Sales, Service, Marketing, and Partner Community Case Study Manufacturing – Sales, Service, Marketing and Experience Cloud Case Study Branded Solutions Manufacturing – Sales, Service, and Experience Cloud Case Study Nonprofit Hospitality – Service and Experience Cloud Case Study Tribal Government – Health, Marketing, MuleSoft, and Experience Cloud Case Study Restaurant – Sales, Service, and Experience Cloud Case Study Federal Government – Nonprofit Talent Acquisition Experience Cloud Case Study Higher Education Software – Sales, Service and Experience Cloud Case Study Salesforce Partner Portals Built on Salesforce Experience Cloud Explore all Tectonic Salesforce Implementation Solutions 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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February 4, 2023in Mulesoft, Salesforce Experience Cloud
Salesforce Integration
19Nov

Salesforce Implementation Services

As certified experts, Tectonic offers comprehensive Salesforce implementation, management, and support services. Seek professional guidance from a trusted Salesforce Partner. Tectonic’s Salesforce implementation services encompass consulting, configuration, customization, migration, integration, support, and more. With over a decade of experience in CRM development, Tectonic assists companies in implementing robust Salesforce solutions that empower their sales, customer service, and marketing processes. Who participates in Salesforce implementation? The implementation team should include sales agents, customer service representatives, IT experts, marketers, general users, and business administrators. And of course, your Salesforce implementation partner. As an experienced Salesforce Partner, we follow a proven six-phase approach to ensure project success: Kickoff, Discovery, Build, Test, Deploy, and Service. Is it possible to implement Salesforce independently? Yes, but, we strongly discourage attempting a solo Salesforce implementation, especially if you are new to the platform. While Salesforce provides an admin-friendly interface, the risk of creating a non-scalable solution is high without expert guidance. Do you need a Salesforce implementation partner? In cases involving large-scale projects requiring a team of 10+ Consultants, engaging a Certified Implementation Partner is recommended. What are the critical success factors for Salesforce implementation? A well-defined strategy aligned with business goals, user training, effective data migration, proper customization, ongoing support, user adoption, clear communication, and commitment to continuous improvement are crucial elements. How long does Salesforce implementation take? On average, implementation for core products like Sales Cloud takes 5 to 12 weeks. The timeline may extend for a few months with add-ons or highly customized projects. How challenging is Salesforce implementation? Implementing Salesforce can be challenging and overwhelming, with up to 70% of CRM platform implementations facing difficulties. Salesforce itself recommends working with a Salesforce Implementation partner. One of the biggest challenges with the Salesforce platform is that it is highly customizable, this is not software you install and run with. Being highly customizable, however, is also why Salesforce is the number one CRM solution in the world. Why do Salesforce implementations fail? Failures in Salesforce implementations can result from fundamental data problems such as incomplete, inaccurate, or duplicative data, leading to issues like poor customer experience and incorrect budget forecasting. The lifecycle of Salesforce development involves planning, design, development, testing, deployment, and maintenance phases. The development process includes analyzing requirements, designing a solution, building and testing, and deploying it to end users. Is it time to explore bringing in a Salesforce implementation partner? 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 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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November 19, 2022in Data, Salesforce, Salesforce Implementation Services

Salesforce Integration: Enhancing Your CRM Capabilities

Salesforce is the world’s leading CRM platform, empowering businesses to streamline operations, enhance customer relationships, and drive growth. However, to maximize its potential, integrating Salesforce with third-party applications is essential. By connecting Salesforce with various external tools—such as MailChimp, QuickBooks, WhatsApp, and LinkedIn—organizations can improve efficiency, automate workflows, and unify data across departments. But how can businesses successfully integrate these applications into their Salesforce environment, and what challenges might they face? Let’s explore. What is Salesforce Integration? Salesforce integration refers to the process of connecting Salesforce with third-party applications to facilitate seamless data flow and process automation. These integrations leverage APIs to establish communication between systems, ensuring a unified experience across different business functions such as HR, finance, marketing, and sales. Why is Salesforce Integration Important? Integrating Salesforce with other systems offers several advantages, including: Common Salesforce Integrations and Use Cases Salesforce can be integrated with a variety of platforms to enhance functionality. Some key use cases include: Challenges in Salesforce App Integration While Salesforce integrations bring numerous benefits, they also come with challenges: Tools for Successful Salesforce Integration To facilitate smooth integrations, businesses can leverage the following tools: 1. Salesforce Native Tools These tools enable direct integrations with Salesforce products. Examples include: 2. App-Native Tools Many external applications offer built-in integrations with Salesforce, such as: 3. Third-Party Middleware For more complex integrations, middleware platforms help bridge gaps between systems: Best Practices for Salesforce Integration To ensure a smooth and successful integration, businesses should follow these best practices: Final Thoughts: Should You Integrate Salesforce with Third-Party Apps? Absolutely. Integrating Salesforce with external applications enhances its capabilities, drives efficiency, and unlocks new business opportunities. However, it’s crucial to implement these integrations through a certified Salesforce partner to minimize risks and ensure seamless execution. By following best practices and using the right tools, businesses can maximize their CRM investment and drive long-term success. FAQs Have more questions about Salesforce integration? Get in touch with our certified Salesforce consultants to explore the best integration solutions for your business. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more 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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January 31, 2022in Data, Google, Marketing Automation, Mulesoft, Salesforce
Salesforce Integration and Mulesoft
13Dec

Salesforce Implementation Partner

Tectonic’s certified consultants are ready to assist with your Salesforce project and provide ongoing support. We offer a range of services, including Salesforce implementation, development, administration, integration, and training. Our implementation services cover configuration, customization, migration, integration, and support across various industries. An implementation partner is an organization licensed by Salesforce to help users select and implement CRM solutions. These partners specialize in specific industries, use cases, and drive Salesforce adoption rates. Essentially, they are organizations reviewed and approved by Salesforce to implement CRM solutions successfully. For a complete implementation, you may need a project manager, a Salesforce consultant, and possibly Salesforce developers. However, not all companies have internal resources for this, especially when just starting out. An implementation partner, typically a certified consulting services firm, is knowledgeable about the product and can help with a successful software implementation. Salesforce Implementation Process Salesforce implementation is the process of rolling out its core product, the CRM system, to centralize key business activities and communication. To find a Salesforce implementation partner, the AppExchange Salesforce site is a valuable resource. It provides a list of partners in your local area, along with reviews and partner levels. Choosing an implementation partner with technical knowledge and the ability to support other key systems is crucial. The partner should develop solid data integration solutions with third-party service providers and effectively manage the implementation process. The Right Resource Right Now There are instances when a Salesforce Implementation Partner is the right resource strategy for large-scale projects requiring a team of 10+ consultants. An experienced implementation partner understands stakeholder buy-in, effective communication, and the importance of engaging the right individuals at different points in the process. Working With a Salesforce Implementation Partner Working with an implementation partner provides access to a team of Salesforce experts, including admins, business analysts, and executive sponsors. This team guides you through every step of the implementation process, ensuring accountability and managing the overall timeline and budget. Salesforce implementations typically take multiple months, absorbing your team’s bandwidth focused on building the business. Bringing in experts reduces implementation time and allows your team to focus on their strengths. Critical success factors for Salesforce implementation include a well-defined strategy aligned with business goals, user training, effective data migration, proper customization, ongoing support, user adoption, clear communication, and a commitment to continuous improvement. Salesforce categorizes consulting partners into four levels (Base, Ridge, Crest, Summit) based on evaluations each quarter, indicating their Trailblazer consulting partner score. Trailblazer score measures a partner’s contribution against the goals set by Salesforce in four main categories: customer success, innovation, growth and impact (formerly called lead). This score can reach a maximum of 1000. The Consulting Trailblazer scorecard is updated daily; however, your tier is calculated on a quarterly basis. When you are ready to explore a Salesforce Implementation Partner, contact Tectonic. 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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December 13, 2021in Salesforce, Salesforce Implementation Services
team
15Mar

How to Choose the Right Salesforce Implementation Partner

Once the decision is made that Salesforce.org is the ideal CRM solution for your organization, the next crucial step is selecting the right implementation partner. The search queries related to Salesforce often include phrases like “the best Salesforce implementation partner,” indicating the significance of this choice. But isn’t the “best” partner the right partner? While any Salesforce partner can be self-proclaimed as “the best,” a high-ranking position on the Salesforce AppExchange is a trustworthy indicator. However, appearing at the top of Google searches may simply denote proficiency in search engine optimization or heavy investment in pay-per-click advertising, not stellar implementation work. Even local proximity is only indicative of location, not necessarily capabilities. The ultimate task is to find a Salesforce implementation partner that aligns with the unique needs of your organization. Consider the following tips when making this critical decision: Specialized Experience: Seek a partner with expertise in your specific focus area, industry, business model, or any other criterion that sets your organization apart. Different partners may excel in various areas of Salesforce’s versatile platform, so finding one aligned with your needs is crucial. Independent Discovery: Engage a potential Salesforce partner for a discovery process independent of the full implementation. This allows you to gain confidence in their recommendations by ensuring they understand your business needs and technological requirements, offering a smaller investment with the potential for greater ROI. Budget Consideration: Approach your Salesforce implementation partner search with a ballpark budget in mind. While you’re not necessarily seeking the cheapest or most expensive solution, having a preliminary understanding of your project’s scope can guide discussions effectively. Track Record and Reputation: Assess a partner’s track record and reputation by focusing on successful projects and positive customer reviews. Look for partners with a longstanding relationship with Salesforce, a diverse range of satisfied customers, and an internal team capable of addressing all development and customization needs. Communication and Project Management: Evaluate a partner’s communication and project management style. A good partner should be able to clearly explain their process, keeping you informed throughout the project. Ensure that the team includes a delivery manager and an account representative who understand your needs and communicate regularly. Integration and Availability of Salesforce Implementation Partner Integration with Other Tools: Consider the compatibility of other tools in your technology ecosystem with those of your Salesforce partner’s area of expertise. This eliminates learning curves and downtime, ensuring seamless integration and operation during normal business hours. Hours of Availability: Solutions and implementation partners with staff in multiple time zones can often get deliverables to your inbox for inspection early in your day. Likewise they can burn the midnight oil in your local time zone with mission critical deliverables. Proven Process: Look for a partner with a well-defined process, as this increases the likelihood of a successful project delivered on time and within budget, especially if your Salesforce implementation will occur in stages. Adaptability: Assess a partner’s ability to adapt to your organization’s needs, recognizing that a skilled partner will assist your organization through the change management process that often accompanies Salesforce implementation. Involvement of Project Sponsor: Involve the primary project sponsor or administrator within your organization in the partner selection process. This key individual contributes not only institutional knowledge but also an understanding of how your company operates. Ongoing Support: Seek a partner capable of providing ongoing support, fostering a long-term relationship. This ensures continuity and efficiency in reaching future Salesforce development goals. By carefully considering these factors, you can make an informed decision and select the right partner for your Salesforce.org project. Utilize resources such as your Salesforce Account Executive, Salesforce’s partner list, and online searches to compile a diverse list of potential candidates. 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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March 15, 2021in Salesforce, Salesforce Implementation Services
tectonic logo
17Feb

Selecting a Salesforce Implementation Partner for Your Business

Once you’ve determined that Salesforce.org is the ideal CRM solution for your organization, the crucial next step is selecting the right Salesforce implementation partner to collaborate with. As the resident marketing and SEO specialist at Tectonic, I can attest that terms like “the best Salesforce implementation partner” or consultant often rank high in searches related to Salesforce. So, how do you select a Salesforce implementation partner? While any Salesforce partner may assert themselves as “the best,” relying solely on Google search rankings might indicate proficiency in search engine optimization rather than comprehensive capabilities. Geographical proximity or a prominent online presence doesn’t necessarily guarantee suitability for your organization. Therefore, it’s essential to identify a Salesforce implementation partner aligned with your unique needs. Here are key tips for making this decision: What to Look For When Selecting a Salesforce Implementation Partner Specialized Experience: Independent Discovery: Budget Consideration: Track Record and Reputation When Selecting a Salesforce Implementation Partner: Communication and Project Management: Compatibility with Other Tools: Proven Process When Selecting a Salesforce Implementation Partner: Adaptability: Involve Project Sponsor/Administrator: Ongoing Support Selecting a Salesforce Implementation Partner: By considering these factors, you can make an informed decision and choose the right partner for your Salesforce.org project. It’s a bit like choosing a life partner. Good luck as you select a Salesforce implementation partner. Leverage resources like your Salesforce Account Executive’s recommendations, Salesforce’s partner list, and online searches to compile a diverse pool of potential candidates. 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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February 17, 2021in Salesforce, Salesforce Implementation Services

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