Salesforce Sales Cloud Archives - gettectonic.com
Salesforce Foundations
17Jan

Salesforce Foundations

We are excited that Agentforce Service Agents are now live! Agentforce Service Agent is the autonomous conversational AI assistant to help your customers with their service and support needs. What does this mean for Foundations Customers?Salesforce Foundations is required for all customers in order to try or buy Agentforce. Additionally, customers who have Foundations can try Agentforce Agents for free with a limited number of credits to test a use case or deploy a proof of concept. Salesforce Foundations is not a product or add-on. It’s a multi-cloud feature set that will be added to Sales and Service Cloud — no integration needed, with no additional upfront cost for our customers. It includes foundational features from Sales, Service, Marketing, Commerce, and Data Cloud. Salesforce Foundations provides a 360-degree view of your customer relationships across sales, service, marketing, and commerce through integrated applications and unified data. It also boosts productivity with streamlined, visually friendly user interface improvements, that you can turn on or off per your requirements. If you’re a Salesforce Sales Cloud or Service Cloud customer, you’ve become accustomed to the power, convenience, and full-featured functionality of our trusted CRM. Adding the additional functionality and engagement capabilities of a new Salesforce Cloud is exciting, but it’s also a big change for your organization to consider when you’re not sure about the value it brings. So, what if you could use essential features in the most popular Salesforce Clouds and turn them on when you’re ready? Now you can with Salesforce Foundations. Salesforce Foundations is a new, no-cost addition to your existing CRM that equips you to expand your business reach. The suite gives Salesforce customers on Enterprise, Unlimited, and Einstein 1 editions the power of Data Cloud, and access to essential Salesforce sales, service, Agentforce, marketing, and commerce capabilities. This suite is built into your existing CRM, and provides new functionality to give you a more robust 360-degree view of your customers. This chart shows the Salesforce Foundations features you get with your current Sales Cloud or Service Cloud package. You get Sales for Salesforce Foundations You get Service for Salesforce Foundations You get Marketing for Salesforce Foundations You get Commerce for Salesforce Foundations You get Data Cloud for Salesforce Foundations You get Agentforce for Salesforce Foundations If you already have Sales Cloud * Yes Yes Yes Yes Yes If you already have Service Cloud Yes * Yes Yes Yes Yes If you already have Sales & Service Clouds * * Yes Yes Yes Yes *Your current Salesforce product. Benefits of Salesforce Foundations The features you get with Salesforce Foundations open doors to all sorts of new ways your teams can work more efficiently and engage with your customers on a more personal level. The benefits listed below are only a few of the ways Salesforce Foundations can help your business grow and thrive. Check out Discover Salesforce Foundations to see the full list of capabilities included with Salesforce Foundations. With Salesforce Foundations, your organization benefits from: Sales features that help you take care of your entire sales pipeline, from prospecting to closing. You can manage your leads, opportunities, accounts, and contacts in the preconfigured Sales Console. Service features that make it easy to provide proactive, personalized support to your customers through the preconfigured Service Console. Omni-channel case routing makes sure the most qualified agents work each case, Knowledge Management helps agents provide accurate and relevant help articles to customers, and macros help agents complete repetitive tasks with a single click. Agentforce brings the power of conversational AI to your business. Try out an intelligent, trusted, and customizable AI agent and help your users get more done with Salesforce. Agentforce’s autonomous apps use LLMs and context to assist customers and human agents. Marketing features that allow you to join data from disparate sources, better understand and analyze your customers, and choose how to connect with your audiences. You can create customized marketing campaigns powered by Salesforce Flows to send at the right time. Commerce features that help boost sales with a Direct to Customer (D2C) online storefront. You can define customer experiences like search, carts, and checkout. Pay Now lets you generate secure payment links for customers when opportunities close, so you get paid faster. Data Cloud functionality that creates unified profiles by aggregating data from all of your data sources into a single view so you can better understand your customers. Create customer segments to more accurately target campaigns, analyze your customers, and manage consent data. Data Cloud also powers features so you can send online store order confirmation emails and marketing messages. 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

Read More
January 17, 2025in Data, Enterprise, Salesforce, Salesforce Flow, Salesforce Foundations, Salesforce Sales Cloud0 Comments
Tectonic Salesforce Implementation Partner
21Dec

Choosing a 2025 Salesforce Solutions Partner

Salesforce has revolutionized how companies manage customer relationships, offering a powerful CRM platform that drives efficiency, productivity, and sales growth. However, fully unlocking its potential requires more than just subscribing to the platform. Successful deployment, seamless integration, and tailored customization are critical to maximizing Salesforce’s benefits. That’s where selecting the right Salesforce Cloud Solutions Partner becomes crucial. This guide will walk you through the key factors to consider when choosing a Salesforce implementation partner to ensure a successful deployment and seamless integration tailored to your business needs. Why You Need a Salesforce Cloud Solutions Partner The Salesforce ecosystem is vast and complex, offering a range of tools, services, and integrations that can be overwhelming without the right guidance. From pricing options to technical aspects of Salesforce Sales Cloud, implementation, and integrations, the right partner can simplify the process. A skilled Salesforce Cloud Solutions Partner can: Choosing the right partner can significantly impact your Salesforce journey, ensuring a smooth transition and long-term success. Key Factors to Consider When Choosing a Partner 1. Assess Expertise and Experience Salesforce implementation requires technical proficiency and industry-specific expertise. Look for a partner who: Additionally, ensure the partner is skilled in services you may require, such as Salesforce Outlook Integration or trial configurations. 2. Evaluate Customization Capabilities Every business is unique, and your Salesforce CRM must reflect that. A capable partner will tailor the platform to your needs, including: Customization ensures your Salesforce environment fits your business like a glove, optimizing operations and delivering maximum ROI. 3. Look for a Holistic Approach to Integration Salesforce excels at integrating with various platforms to streamline workflows. Choose a partner who offers: A well-integrated system simplifies operations, enhances productivity, and positions your business for scalable success. 4. Ensure Support and Training Salesforce implementation is only the beginning; ongoing support and training are critical to success. Your partner should offer: Continuous support ensures your team fully leverages Salesforce, adapting to new features and growing with the platform. 5. Prioritize Pricing Transparency Salesforce offers flexible pricing plans, but implementation costs can vary. Ensure your partner provides: Pricing transparency helps you plan effectively and avoid surprises during your Salesforce journey. Conclusion Selecting the right Salesforce Cloud Solutions Partner is a critical decision that can profoundly impact your business’s efficiency and growth. By focusing on expertise, customization, integration, and support, you can ensure a smooth Salesforce implementation that maximizes your investment. A trusted partner doesn’t just implement Salesforce; they become an integral part of your success, helping you scale confidently and adapt to future challenges. For tailored guidance on selecting the ideal Salesforce partner or learning more about best practices for Salesforce CRM implementation, explore our detailed insights and resources. Make an informed choice and set your organization up for long-term success with Salesforce. 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

Read More
December 21, 2024in Data, Public Sector Solutions, Salesforce, Salesforce Development Services, Salesforce Education Solutions, Salesforce Financial Services Solutions, Salesforce Health and Life Sciences Solutions, Salesforce Hospitality Travel and Transportation, Salesforce Implementation Services, Salesforce Managed Services, Salesforce Sales Cloud0 Comments
Demandbase Brings Intent Data to Salesforce Prospecting Center
10Dec

Demandbase Brings Intent Data to Salesforce Prospecting Center

Demandbase Brings Intent Data to Salesforce Prospecting Center, Empowering B2B Sales Teams Demandbase, the leading account-based go-to-market (GTM) platform for B2B enterprises, has partnered with Salesforce to integrate its industry-leading intent data into the Salesforce Sales Cloud Prospecting Center. Leveraging insights derived from over one trillion monthly interactions and 36 billion B2B site visits, this integration empowers sales teams to identify and prioritize accounts most likely to be in-market for their products. With Demandbase’s intent data embedded seamlessly into the Salesforce Prospecting Center, users gain access to an intuitive, customizable interface, enabling go-to-market teams to make data-driven decisions with greater precision and efficiency. “We’re thrilled to deepen our partnership with Salesforce and deliver even more value to our shared customers,” said Michael Wilczak, Chief Strategy & Development Officer at Demandbase. “By embedding our intent data directly into the Salesforce Prospecting Center, we’re enabling sales teams to target the most promising leads, boosting their productivity and success rates. This integration helps our customers maintain laser focus on accounts that are actively signaling buying intent, ultimately driving better outcomes—all within their existing Salesforce environment.” Key Features of the Intent Score Integration “By integrating Demandbase’s Intent Score into the Salesforce Prospecting Center, sales teams can take immediate action to identify and prioritize their next best customers,” said Pawan Kumar Adda, Senior Director of Sales Cloud Product Management at Salesforce. “This empowers sellers to focus on accounts with the highest likelihood of conversion, optimizing their efforts and boosting overall productivity.” The Intent Score feature, unveiled at Dreamforce ‘24, became available to Salesforce customers with Unlimited Edition or higher Sales Cloud subscriptions in October 2024. To learn more about how Intent Score can enhance your GTM strategy, visit the Salesforce Sales Engagement product page. Salesforce, Sales Cloud, Data Cloud, Dreamforce, and other marks are trademarks of Salesforce, Inc. About Demandbase Demandbase is the leading account-based GTM platform for B2B enterprises, enabling teams to identify and engage the right customers with precision. Powered by unified intent data, AI-driven insights, and actionable recommendations, Demandbase helps organizations align their GTM efforts, maximize revenue, and streamline technology stacks. Thousands of companies rely on Demandbase to execute scalable, data-driven strategies. Learn more at www.demandbase.com. 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

Read More
December 10, 2024in Data, Enterprise, Salesforce, Salesforce Data Cloud, Salesforce Sales Cloud, Technology0 Comments
salesforce einstein insights
13Nov

Salesforce Einstein Conversation Insights

Unlocking Einstein Conversation Insights in Salesforce: Setup, Integration, and Customization In this insight, we’ll guide you through setting up Einstein Conversation Insights in Salesforce, integrating it with platforms like Zoom, managing permissions, and customizing the dataflow schedule for optimal performance. As a marketer from way back when, little gets me as excited about the future of technology than marketing tools that make us smarter and faster. What is Einstein Conversation Insights? Einstein Conversation Insights (ECI) empowers teams to analyze and identify patterns, phrases, and areas of focus within voice and video interactions. By tracking terms and extracting actionable insights, managers and representatives can prioritize follow-ups and improve decision-making through detailed call logs and actionable dashboards. No longer are we hampered by the limitations of written text! Step 1: Enabling Einstein Conversation Insights To begin utilizing Einstein Conversation Insights: Step 2: Assigning Permissions To grant users access to ECI: Step 3: Connecting Recording Providers Voice Recording Providers To analyze call recordings: Video Recording Providers For video analysis, integrate your conferencing platform: Setting Up Zoom Integration To integrate Salesforce with Zoom: Once complete, users will need to link their Zoom accounts individually. A message will confirm successful setup. Click Take me there to finalize the connection. Step 4: Exploring the Conversation Insights App After linking your Zoom account, visit the Conversation Insights App under the Analytics tab. This app provides a comprehensive view of call details, recordings, and actionable insights, empowering teams to focus on strategic improvements. Step 5: Customizing Dataflow Schedule By default, ECI updates its dataflow every eight hours, refreshing your dashboards with new insights. To modify this schedule: Frequently Asked Questions 1. What are the benefits of Einstein Conversation Insights?Einstein Conversation Insights automates the transcription and analysis of calls, identifies trends, and recommends next steps to accelerate sales cycles and free up sales staff to focus on opportunity closing efforts. 2. Does ECI record calls?No, ECI does not record calls. Instead, it analyzes existing recordings from connected providers to generate insights. 3. Are there any limitations?Yes, Salesforce allows up to 100 custom insights, with each insight accommodating a maximum of 25 keywords, each up to 255 characters long. Conclusion Einstein Conversation Insights is a game-changing tool that analyzes voice and video interactions to provide actionable insights, empowering teams to make data-driven decisions. By integrating with Salesforce and platforms like Zoom, you can effortlessly track call details, identify trends, and streamline workflows. Customizing your dataflow schedule ensures your dashboards always reflect the latest information, enhancing efficiency and enabling timely decision-making. Ready to take your insights further? Start integrating Einstein Conversation Insights today! By Tectonic MarketingOpps Director, Shannan Hearne 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

Read More
November 13, 2024in Data, Google, Salesforce, Salesforce Einstein, Salesforce Sales Cloud
salesforce and mahindra finance
02Nov

Salesforce and Mahindra

The new LOS will incorporate machine learning and automation to deliver real-time credit assessments, enabling faster loan processing and competitive interest rates, alongside improved credit risk insights. This strategic partnership underscores Mahindra Finance’s dedication to providing responsible financing solutions to India’s emerging MSME sector.

Read More
November 2, 2024in Data, Enterprise, Salesforce, Salesforce Sales Cloud, Technology
Reasons to Automate Your Sales Commission Process
02Nov

Reasons to Automate Your Sales Commission Process

Optimizing your sales commission process through automation can create significant efficiencies, reduce errors, and increase team satisfaction across the organization. Sales commission software provides the real-time data and transparency that today’s sales, finance, and revenue operations (RevOps) teams need to keep pace with business growth. Here are four key benefits of implementing automated commission software: 1. Real-Time Visibility into the Commission Process Sales commission software offers instant access to commission data for reps, managers, and executives. This real-time visibility empowers sales reps to stay focused on high-value deals, knowing their commission data is accurate and transparent. Sales managers can use metrics like quota attainment and earned commissions to track team performance and motivate reps effectively. Automating commission tracking also streamlines end-of-month reporting for finance and RevOps, eliminating the need for manual calculations. And with transparent, accessible data, sales reps can trust the accuracy of their earnings without having to double-check formulas or request manual verifications—freeing them to focus on closing more deals. 2. Increased Productivity Across Teams Manually calculating commissions is both time-consuming and prone to errors, which can erode trust and impact productivity across sales, finance, and RevOps. Automating this process reduces human error and saves teams hours of administrative work, allowing them to redirect energy toward business-critical activities. Manual commission management can also limit scalability; each change in team structure or territory often requires a full recalibration in spreadsheets. With automated software, these adjustments are streamlined, allowing for seamless scalability and supporting growth without adding manual overhead. 3. Improved Accuracy in Commission Calculations Replacing unhappy sales reps is costly, and one common cause of dissatisfaction is inaccurate commission calculations. Studies show nearly 90% of spreadsheets contain errors, and in a process as complex as commission calculation, these errors can lead to mistrust and turnover. Automating commissions removes the risk of errors, helping keep reps happy and reducing friction between sales and finance. A reliable, accurate commission process means reps can trust the data, while finance teams can confidently manage compensation without chasing down mistakes. Few things negatively impact employee focus and loyalty than feeling cheated at payday. 4. Enhanced Access to Data and Actionable Insights Sales commission software does more than calculate earnings—it collects and organizes critical data on sales performance. With these insights, organizations can identify areas for improvement, analyze trends, and optimize their sales strategies. Transform Your Organization with Automated Commission Management Automating your sales commission process isn’t just about efficiency—it’s a powerful way to build trust, enable productivity, and make data-driven decisions that drive growth. By leveraging dedicated incentive compensation management tools, you can empower your teams, reduce operational burdens, and maximize the impact of your sales data. 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

Read More
November 2, 2024in Data, Salesforce Sales Cloud
Sales Incentives That Work
31Oct

Sales Incentives That Work

Sales Incentives That Actually Work Spooktacular Sales incentives to kick off your Halloween. Sales Incentives That Work are an essential tool to encourage and reward desired behaviors within a sales team. They serve as a motivational driver, helping teams achieve their goals while reinforcing the company’s objectives. Incentivizing a team goes beyond merely showing up for work—it involves sparking enthusiasm and a genuine drive to exceed expectations. With the right incentive program, companies can energize their teams, ensuring they come to work motivated and ready to achieve results. Below is a guide on different types of sales incentives, their impact on performance, and best practices for creating an effective incentive program. What Are Sales Incentives? Sales incentives are rewards offered to sales representatives in addition to their base pay for exceptional performance, typically when they meet or exceed sales targets. While monetary rewards such as bonuses are common, sales incentives can take many forms, all aimed at motivating the sales force toward specific goals. Types of Sales Incentives There are five main categories of sales incentives, each tailored to motivate different roles and sales activities: How Sales Incentives Motivate a Team Sales incentives work by reinforcing the behaviors a company wants its team to prioritize. For highly competitive reps, the prospect of a reward adds an extra layer of motivation. For others who may not be as driven by competition, incentives provide tangible goals to strive toward. Moreover, well-structured incentive programs can enhance job satisfaction, decrease turnover, and ensure top performers stay motivated. 10 Effective Sales Incentives While monetary rewards are often the most straightforward incentive, incorporating a mix of creative rewards can enhance a company’s incentive program. Some ideas include: Best Practices for Implementing Sales Incentives A well-designed sales incentive program ensures both clarity and motivation. Some best practices for implementation include: Measuring the Impact of Sales Incentives To gauge the success of a sales incentive program, companies should track key performance indicators (KPIs) like overall sales, new and returning customer numbers, program costs versus ROI, employee turnover, and employee satisfaction. Monitoring these metrics ensures that the program aligns with both sales goals and employee satisfaction. Tectonic’s Final Thoughts Sales incentives are an effective way to drive performance and boost morale. By designing a simple, clear, and motivating incentive program, companies can align their sales goals with individual motivation, ensuring both business success and employee satisfaction. If you need assistance utilizing sales incentives and your Salesforce platform, contact Tectonic 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 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

Read More
October 31, 2024in Data, Salesforce, Salesforce Sales Cloud
Data Cloud Model
08Oct

Data Cloud Model

While many Salesforce products like Sales Cloud, Service Cloud, Education Cloud, Health Cloud, and various industry clouds are built on a common ‘core’ platform that shares the same datastore (an Oracle relational database), Salesforce Data Cloud operates on (Data Cloud Model) a distinct architecture and technology stack. This insight explores the data models and related concepts that underpin the platform. Data Cloud Architecture and Storage Starting with the storage layer, Salesforce Data Cloud integrates multiple services: This combination enables Data Cloud to provide a petabyte-scale data store, overcoming the scalability and performance constraints of traditional relational databases. The physical architecture of Data Cloud is represented as a set of data objects, which form the foundation for how data is ingested, harmonized, and activated within the platform. Key Data Cloud Objects Data Source A Data Source is the initial data layer in Data Cloud, representing an external platform or system from which your data originates. Data Sources can include: Data Stream A Data Stream is an entity extracted from a Data Source, such as ‘Orders’ from Commerce Cloud, ‘Contacts’ from Sales Cloud, or ‘Subscribers’ from Marketing Cloud. Once a Data Source is connected to Data Cloud, Data Streams provide access to these entities and require assignment to a category: Profile, Engagement, or Other. A single Data Source can contain multiple Data Streams. Data Source Object (DSO) Data Streams are ingested into Data Source Objects (DSOs), which serve as temporary staging stores containing data in its raw, native format (e.g., CSV files). Minor transformations can be applied to fields during data ingestion. Data Lake Object (DLO) The next step in the data flow is the Data Lake Object (DLO). DLOs are typed, schema-based, materialized views that reside in the data lake (Amazon S3) and are generally stored as Apache Parquet files. This format, along with Apache Iceberg’s abstraction layer, supports efficient data storage and retrieval. DLOs are the first objects available for inspection and preparation of data, including field mapping and additional transformations. Data Model Object (DMO) Unlike DSOs and DLOs, which use a physical data store, Data Model Objects (DMOs) provide a virtual, non-materialized view into the data lake. Queries against a DMO return results based on the current data snapshot in DLOs, without storing them. DMOs can aggregate attributes from different Data Streams, Calculated Insights, and other sources. DMOs inherit their category from the first DLO mapped to them, and only DLOs with the same category can be mapped to the DMO. Like Salesforce objects, DMOs offer a canonical data model with pre-defined attributes (standard objects), and you can also create custom DMOs (custom objects). DMOs can have one-to-one or many-to-one relationships with other DMOs. Currently, there are 89 standard DMOs in Data Cloud, and this number is growing to support more use cases. DMOs are organized into various subject areas, including: Data Spaces Data Spaces offer logical partitions, allowing data to be segregated between different brands, regions, or departments, without the need for multiple Data Cloud instances. They also align with a Software Development Lifecycle (SDLC), enabling you to stage and test Data Objects in separate environments without affecting production data. Data Sources, Data Streams, and DLOs can be shared across Data Spaces, while DMOs and other platform features are isolated based on user permissions. Final Thoughts With the drop in storage costs and advancements in technology, companies now have vast datasets at their disposal. Every customer interaction, whether it’s a purchase, an email open, or a web page view, can be captured and stored. When properly organized, this data allows businesses to understand customers better, predict their needs, personalize interactions, and much more. However, one of Salesforce’s challenges is that its original platform, built over 20 years ago, was designed for a different era and struggles with handling voluminous, “big” data. Salesforce Data Cloud addresses these limitations with a modern architecture that overcomes the constraints of relational databases. Data Cloud is poised to become the backbone of the Salesforce platform, supporting the data needs of customers and products for the next two decades. If you’re interested in learning how to implement and integrate Salesforce Data Cloud in your organization, following best practices, reach out 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 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

Read More
October 8, 2024in Data, Google, Salesforce, Salesforce Data Cloud, Snowflake, Technology, Unified Knowledge
Salesforce Foundations Announced
05Sep

Salesforce Foundations Announced

Salesforce Inc. today introduced Salesforce Foundations, a new suite of features designed to help large enterprises operating across multiple industries unify their sales operations. As a prelude to Dreamforce this free Salesforce upgrade allows customers to combine data and functionality from Salesforce products in a single, new portal. Available at no cost to all Salesforce Sales Cloud and Service Cloud users, Salesforce Foundations consolidates functionality from the company’s Sales, Service, Marketing, Commerce, and Data Cloud platforms. The goal is to create a more cohesive experience across departments, breaking down silos to enable seamless collaboration. In addition to these core features, Salesforce Foundations offers trial-based access to a variety of third-party applications available on the AppExchange marketplace. This initiative comes in response to a recent study revealing that 55% of Salesforce customers feel disconnected when interacting with different departments within their organization. The lack of integration between sales data and workflows in various departments has often created a fragmented customer experience. Bringing Departments Together Salesforce Foundations aims to eliminate these silos by providing a unified platform for all departments, ensuring a consistent view of an organization’s complete sales operations. Foundational Features for All The platform provides users with access to essential functionality from each of Salesforce’s key cloud products, along with free trials of top partner apps. These features are made available through a customizable user interface with a guided setup experience. As a result, features like email campaigns (previously exclusive to Sales Cloud), secure payment links (from Commerce Cloud), and targeted segmentation (Data Cloud) are now accessible to all Sales Cloud and Service Cloud users. The main advantage of Salesforce Foundations is its ability to harmonize customer data across departments. For example, Sales Cloud users can now access data previously available only to Data Cloud users. By providing access to this unified data, Salesforce believes it can offer numerous benefits to customers. Driving Revenue and Collaboration One of the most significant benefits of Salesforce Foundations is its potential to drive revenue by fostering collaboration across sales, service, and marketing teams. With a unified data set, teams can gain superior insights into customer behavior. Marketing teams, for instance, will be able to track customer interactions with the service department and use this information to craft more targeted advertising campaigns. Sales teams will also benefit from the ability to turn quotes into cash more quickly. They can now access secure payment links, a feature previously exclusive to Commerce Cloud, allowing them to bill customers directly without waiting for instructions from the commerce department. Service teams, in turn, can assist marketing efforts by accessing sales quoting tools and secure payment links, enabling them to upsell products and services more effectively. AI and Partner Integration Salesforce Foundations also supports artificial intelligence applications by grounding them in more contextualized customer data. For example, marketing teams can use AI to create more targeted segmentation lists based on service case histories or sales pipeline stages, data that was previously unavailable to them. In recent years, Salesforce has been actively transforming the data architecture of its applications, with many now built on the Salesforce Data Cloud’s metadata-driven foundation. This allows Salesforce Data Cloud to house not only the data but also the context (metadata) that surrounds it. As a result, businesses can more easily establish relationships between data tied to the same customer or user across various software solutions. These software solutions primarily include Salesforce products like Sales Cloud and Service Cloud, but they also extend to third-party applications that integrate with the Data Cloud. Now, with the introduction of Salesforce Foundations, customers can visualize this data within a unified portal, apply filters, and even trigger actions such as upsell opportunities. To further enhance productivity, Salesforce is offering free trials of third-party applications from the AppExchange, including Webex by Cisco, DocuSign, and RingCentral. These “launch partner apps” are designed to improve collaboration, streamline document management, and lower operational costs for customers. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more 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

Read More
September 5, 2024in Salesforce Sales Cloud
Qwary Salesforce Integration
13Aug

Qwary Salesforce Integration

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

Read More
August 13, 2024in Generative AI, Marketing Automation, Salesforce Data Cloud, Salesforce Einstein, Salesforce Implementation Services, Salesforce Managed Services, Salesforce Marketing Automation, Salesforce Optimization, Salesforce Personalization
Demandbase One for Sales iFrame
09Aug

Demandbase One for Sales iFrame

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

Read More
August 9, 2024in Data

Subscribe to our mailing list. Join our mail list to receive our newsletter

We'll keep you up to date with our latest news, insights, free resources, and much more.
Don't worry, we won't spam you.
gettectonic.com