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19Jan

Spring ’24 Enhancements for Salesforce Sales Cloud and Service Cloud

Enhancements for Salesforce Sales Cloud and Service Cloud in Spring ’24 release. Einstein Copilot Sales Actions Sales Cloud Introducing our conversational AI assistant for sales. Empower sellers to be more productive at every step of the sales cycle as they research customers and prospects, follow up after meetings, and keep the CRM current. Call Exploration Sales Cloud Analyze sales conversations with generative call exploration. The conversational interface helps you quickly understand more about a sales call and how to follow-up and move the deal along. Forecast Groups Sales Cloud Group forecasts to align with selling motions or business segments. With a single view, see total attainment across the business and sales organization to drive forecast accuracy. Seller Home Sales Cloud Allow a sales team to see their most important customer data in one place. Keep sales teams informed of their real-time contributions to the business, setting their own individual weekly goals and identifying where to accelerate connecting with their customers. Maps Lite Sales Cloud Visualize up to 50 accounts, contacts, or leads within your CRM with Maps Lite, now available in Sales Cloud Unlimited. You no longer need to manually look up where your customers are located before planning out events and focusing campaigns. Enablement for Partners Sales Cloud Onboard partners faster and help them gain relevant product knowledge with outcome-based enablement. Tie partner activities to performance and metrics within the Salesforce PRM (partner relationship management) experience. Build and implement partner enablement programs that motivate and engage them to learn as they generate revenue and move business. Search Answers Service Cloud Deflect more cases by surfacing answers to agents’ and customers’ questions directly in the Community Portal or Agent Console using generative AI. Rather than combing through multiple, lengthy knowledge articles, get precise answers grounded in trusted knowledge articles with Search Answers. We provide citations for the answers that Einstein generates. Service Cloud Einstein: Knowledge Enhancements Service Cloud Use generative AI to quickly draft knowledge articles based on case data, saving agents time. Once the knowledge article is drafted, it goes through a standard review and approval process to ensure accuracy and relevance, which helps formalize institutional knowledge. Service Intelligence Enhancements Service Cloud Allow agents to proactively take action with out-of-the-box Customer Effort Score and an AI-model for Propensity to Escalate. Meanwhile, Feature Management makes it easy to identify which knowledge articles deliver value and drive efficiency. Unified Messaging for WhatsApp Service Cloud Turn one-way marketing promotional messages into two-way service conversations within the same WhatsApp thread for better engagement, higher conversions, and faster resolutions. Meet your customers where they are–and go from “do not reply” to “please reply.” Document Builder Service Cloud Create impactful, tailored service documents with Document Builder, which adapts to various use cases like service reports, asset certificates, and quotes. User-friendly and loaded with Lightning web components, Document Builder lets you embed images, customize content, and go global with language localization. Tailor your documents to match your workflow, from one asset to many, and speak your customers’ language effortlessly. Stay tuned to Tectonic’s Insights for more details and news from Salesforce. Enhancements for Salesforce Sales Cloud and Service Cloud in Spring ’24. Like Related Posts 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 50 Advantages of Salesforce Sales Cloud According to the Salesforce 2017 State of Service report, 85% of executives with service oversight identify customer service as a Read more CRM Cloud Salesforce What is a CRM Cloud Salesforce? Salesforce Service Cloud is a customer relationship management (CRM) platform for Salesforce clients to Read more Salesforce’s Quest for AI for the Masses The software engine, Optimus Prime (not to be confused with the Autobot leader), originated in a basement beneath a West Read more

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January 19, 2024in Salesforce Sales Cloud, Salesforce Service Cloud
Better Sales and Services with Salesforce Unlimited Edition
26Dec

Better Sales and Services with Salesforce Unlimited Edition

Unified+ Edition (UE+): Elevating Salesforce Integration and Capabilities: Better Sales and Services with Salesforce Unlimited Edition The menace of siloed applications and disjointed tech stacks can haunt any company’s operational efficiency. In a market flooded with diverse products and services, the seamless integration of technology and a transparent purchasing process can significantly impact the overall user experience. Better Sales and Services with Salesforce Unlimited Edition Over the past few years, Salesforce clouds and various applications have witnessed substantial growth and transformation. In this busy time of evolution, the introduction of the Salesforce Unlimited+ edition (UE+) stands out. This insight explores the advantages and enhancements that the UE+ bundle brings to organizations, making it a comprehensive solution. Tectonic invites you to learn more. Going Beyond Unlimited: Following the launch of Sales Cloud Unlimited last year, Salesforce has not only focused on bundling popular products into a single SKU but has also aimed to provide an end-to-end solution addressing diverse customer needs. Unveiled at Dreamforce ‘23, UE+ is a significant stride toward achieving a fully integrated product suite. This comprehensive offering encompasses features for planning, communication, system integration, and end-user training, all consolidated into one unified package. By leveraging the power of AI, data, and CRM, UE+ simplifies the journey towards an elevated customer experience. While expectations were high for Data Cloud and Sales GPT to continue being part of Sales Cloud UE+, the delightful surprise of including Sales Planning, Revenue Intelligence, and Slack has elevated its appeal. UE+ for Sales and Service: Sales and Service Clouds, as Salesforce’s flagship products, have continually evolved into comprehensive solutions for organizations of varying complexities. Sales Cloud UE+ integrates everything from other Sales Cloud editions but with additional benefits, including extra Data Cloud and Einstein credits, Sales Planning, Salesforce Maps, Enablement, Revenue Intelligence, and Slack, contributing to an ideal customer experience. Similarly, Service Cloud UE+ enriches the offerings of other Service Cloud editions by adding Data Cloud, extra Einstein credits, Service Cloud Voice, Digital Engagement, Feedback Management, Self-Service, Slack, and CRM Analytics. This combination enhances issue resolution for agents and empowers customers with generative AI search capabilities. UE+ for Your Industry: Available now, UE+ for Industries combines everything from Sales and Service UE+ with industry-specific capabilities and data models. This holistic approach ensures a rapid return on investment, reducing implementation costs and duration. Final Thoughts: For organizations aiming to scale Salesforce processes and enhance functionality comprehensively, UE+ presents an enticing solution. Whether an existing Salesforce customer or a newcomer, UE+ serves as the awaited bundle to mitigate the risks associated with disconnected systems, paving the way for a seamless generative AI journey. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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December 26, 2023in Salesforce, Salesforce Slack
Salesforce Sales Enablement
05Nov

Salesforce Permissions for Sales Enablement Team

Assigning Permissions to Your Sales Enablement Team in Salesforce: Salesforce Permissions for Sales Enablement teams make everyone’s access safe. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words 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

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November 5, 2023in Salesforce, Salesforce Sales Cloud
Salesforce Success Story
02Nov

Case Study: Leading Provider of Branded, Designed Solutions Worldwide-Manufacturing-Salesforce Sales/Service/Experience Clouds

Leading provider of branded, designed solutions (laminate) for commercial and residential customers worldwide.  The company has been surfacing spaces for 110 years. Client struggled with no real ability to see a 360 degree view of the business.

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November 2, 2023in Salesforce, Salesforce Development Services, Salesforce Experience Cloud, Salesforce Implementation Services, Salesforce Manufacturing Automotive Energy, Salesforce Sales Cloud, Salesforce Service Cloud, Salesforce Success Stories
Salesforce Success Story
26Sep

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

An American chain store of bakery-cafe fast food restaurants with over 2,000 locations, all of which operate in 48 states, the District of Columbia and Canada. The restaurant offers a sit-down restaurants (some with drive-throughs) where customers can enjoy a variety of freshly made sandwiches on your choice of bread, accompanied by soup or salad. Salesforce Case Study: Transforming  a Large Restaurant Entity by leveraging Salesforce. Sales Cloud Service Cloud Experience Cloud Implementation PROBLEM SOLUTION RESULTS . Like2 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more 50 Advantages of Salesforce Sales Cloud According to the Salesforce 2017 State of Service report, 85% of executives with service oversight identify customer service as a Read more CRM Cloud Salesforce What is a CRM Cloud Salesforce? Salesforce Service Cloud is a customer relationship management (CRM) platform for Salesforce clients to Read more

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September 26, 2023in Salesforce Experience Cloud, Salesforce Implementation Services, Salesforce Sales Cloud, Salesforce Service Cloud, Salesforce Success Stories
Google 360 Analytics Dashboard in Marketing Cloud
13Sep

Salesforce Audience Insights

Salesforce Audience Insights By Tectonic’s Marketing Consultant, Shannan Hearne Salesforce Marketing Cloud is so much more than just an email sending platform. This insight explores how it can power your advertising.; Marketing Cloud offers robust audience segmentation capabilities, empowering marketers to effectively segment their customer base. The integration of AI through Audience Insights enhances this power. Formerly known as Advertising Studio, the platform is now recognized as Marketing Cloud Advertising. Audience Insights provides a deeper understanding of customers by unveiling unique characteristics, interests, and behaviors of user groups interacting with your ads and converting. By connecting Marketing Cloud Advertising to paid media channels, you can optimize your audience strategy, gaining a unified, cross-channel view and assessing the effectiveness of first-party audiences through a dedicated dashboard. Key features of Audience Insights include: To leverage Audience Insights, your Marketing Cloud Intelligence admin needs to configure it before connecting Advertising to paid media channels. This integration allows you to analyze the effectiveness of first-party audiences with a single, cross-channel perspective. As a Marketing Cloud Advertising customer with a Marketing Cloud Intelligence license, you gain access to comprehensive audience and campaign analytics through Audience Insights for Marketing Cloud Advertising. This application is conveniently available in the Marketing Cloud Intelligence Marketplace. Utilize the Audience Insights for Advertising Studio dashboard to refine campaigns using first-party audiences. Additionally, the Marketing Insights for Sales Cloud solution facilitates a deeper understanding of how marketing efforts and spend translate into revenue, offering insights into the sales funnel and guiding strategic decisions. Salesforce Audience Insights The Marketing Insights for Sales Cloud solution utilizes objects such as Leads, Opportunities, Accounts, Contacts, Campaigns, and Campaign Members to provide a holistic view of marketing and sales alignment. Setting up your digital advertising strategy within Salesforce, particularly through Advertising Studio, yields significant benefits. Integration with Google Analytics 360 expands your digital marketing and analytics possibilities. Advertising Studio seamlessly connects with advertising platforms like Google Display Ads, Facebook Ads, Instagram, Pinterest, Twitter, LinkedIn, AdWords, Gmail, and YouTube. Are you ready to employ the full power of Salesforce Marketing Cloud and Advertising Studio? Contact Tectonic today. Like3 Related Posts 50 Advantages of Salesforce Sales Cloud According to the Salesforce 2017 State of Service report, 85% of executives with service oversight identify customer service as a Read more Salesforce Artificial Intelligence Is artificial intelligence integrated into Salesforce? Salesforce Einstein stands as an intelligent layer embedded within the Lightning Platform, bringing robust Read more Salesforce’s Quest for AI for the Masses The software engine, Optimus Prime (not to be confused with the Autobot leader), originated in a basement beneath a West Read more Salesforce Data Studio Data Studio Overview Salesforce Data Studio is Salesforce’s premier solution for audience discovery, data acquisition, and data provisioning, offering access Read more

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September 13, 2023in Marketing Automation, Salesforce Einstein, Salesforce Marketing Cloud, Salesforce Marketing Cloud Advertising, Salesforce Sales Cloud
Sales Cloud Einstein
11Sep

How Einstein Lead Scoring Works on Your Prospect Data

How Einstein Lead Scoring Works on Your Prospect Data By Shannan Hearne, Tectonic Marketing Consultant The love hate relationship between sales and marketing is based on lead quality.  Each party is tempted to blame the other for deals that fail to close.  Either marketing thinks the sales team dropped the ball following up with the prospect. Or the sales team thinks marketing failed to properly qualify the lead.  With Einstein Lead Scoring, the relationship between sales and marketing can improve. Not every lead holds the same significance, and relying on arbitrary details for accurate scoring is ineffective. Clicks, opens, and form fills vary in value for each lead, and visiting the Careers page does not necessarily diminish a lead’s potential.  Humans from both sales and marketing have to work together to craft scoring criteria that reflects behavior that great customers took before becoming customers.  The development of the scoring model is key to making Einstein Lead Scoring Works on Your Prospect Data. Einstein Lead Scoring, integrated with Sales Cloud Einstein, leverages artificial intelligence to enhance sales conversion efficiency. By automatically analyzing historical sales data and identifying key factors influencing lead conversion, sales reps can effectively segment and prioritize leads. With data supplied by Einstein running lead scoring in the background.  While the human factor is important, the speed of artificial intelligence to analyze data cannot be beaten. Tailored to individual business needs, Einstein Lead Scoring models analyze both standard and custom fields associated with the Lead object. By using predictive models like Logistic Regression, Random Forests, and Naive Bayes (definitions below). The system autonomously selects the best model based on a sample dataset, eliminating the need for statistical or mathematical expertise.  No more pouring through hours of spreadsheets sorting and creating pivot tables. Model Updates Regular model updates ensure accuracy. With leads being scored every hour using the latest model. This allows quick response to changes, ensuring that the prioritization of leads remains effective. The scoring factors are prominently displayed on the lead record page. Thus enabling sales reps to prepare for calls or emails efficiently with accurate engagement data. The true strength of Einstein Lead Scoring lies in its machine learning capabilities. Einstein is continuously refining predictions based on the latest Salesforce data. If new patterns emerge, such as VP titles in a specific industry showing interest in demos, Einstein automatically rescores leads meeting this criteria. Key benefits of Einstein Lead Scoring include increased connection and conversion rates, accelerated engagement with top leads, and a clear understanding of lead scoring factors. Important features encompass zero setup requirements, custom lead score-driven workflows for task assignments, and smart lead lists that prioritize the best leads for reps. Einstein Lead Scoring Works on Your Prospect Data For businesses utilizing or considering Salesforce Sales Cloud, consulting with Tectonic about integrating Einstein Lead Scoring can lead to faster implementation and deal closures. As your Salesforce implementation partner, Tectonic ensures a tailored Salesforce solution. Remaining aligned with your business needs, incorporating the powerful capabilities of Einstein tools within your Salesforce ecosystem.  Contact Tectonic today. Logistic regression estimates the probability of an event occurring, such as voted or didn’t vote, based on a given dataset of independent variables. Random forest is a commonly-used machine learning algorithm trademarked by Leo Breiman and Adele Cutler. It combines the output of multiple decision trees to reach a single result. Its ease of use and flexibility have fueled its adoption, as it handles both classification and regression problems. The Naïve Bayes classifier is a supervised machine learning algorithm, which is used for classification tasks, like text classification. It is also part of a family of generative learning algorithms, meaning that it seeks to model the distribution of inputs of a given class or category. 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

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September 11, 2023in Einstein Insights, Salesforce Sales Cloud
SaaS Data Protection from Own
07Sep

Reporting With Own

In any Salesforce organization, vast amounts of data are generated constantly from sales activities, customer interactions, marketing campaigns, and more. Summarizing and digesting this information quickly is crucial, especially when presenting the big picture to leadership. This is where Salesforce reports come into play. The Salesforce Reports feature enables organizations to analyze, visualize, and summarize data in real time. By pulling data from across your Salesforce environment, reports help consolidate information into easily digestible formats, such as charts, tables, and graphs. Salesforce reports are essential for: How Historical Data Can Improve Reporting in Salesforce While real-time reports are valuable, incorporating historical data can significantly enhance reporting by offering deeper insights into your organization’s long-term performance. Here’s how: Challenges of Reporting with Historical Data in Salesforce While incorporating historical data is smart, Salesforce’s native reporting capabilities impose certain limitations: Don’t Let Salesforce Reporting Limitations Hold You Back With Own Discover, customers can effortlessly generate time-series datasets from any objects and fields over any time period in just a few clicks. These datasets can be accessed using standard query and reporting tools without requiring a data warehouse or the need to enrich existing data warehouses, overcoming Salesforce’s native limitations. 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

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September 7, 2023in Enterprise
Salesforce High Velocity Sales
02Sep

Salesforce High Velocity Sales

Exploring High Velocity Sales (HVS) in Today’s Business Landscape In the fast-paced world of business, sales departments are constantly seeking strategies to enhance efficiency and boost revenue. One approach gaining significant traction is High Velocity Sales (HVS). This guide offers a comprehensive overview of HVS, its impact on sales processes, and how Salesforce has revolutionized this high-speed approach. Understanding High Velocity Sales High Velocity Sales (HVS) is a Salesforce Sales Cloud extension that enables inside sales teams to prioritize hot leads, boost conversion rates, and build and sustain new business opportunities. Recently renamed to Sales Engagement, this extension includes automation features such as customer engagement tracking, chatbots, cadences, and automated actions. HVS emphasizes speed and efficiency in the sales funnel, leveraging automation and data-driven insights to streamline processes, accelerate lead conversion, and drive revenue growth. As competition intensifies and customer expectations evolve, adopting HVS has become essential for businesses aiming to stay competitive. Key Updates and Features Salesforce’s Role in High Velocity Sales Salesforce, a leading CRM platform, has transformed sales workflows with its HVS capabilities. By integrating HVS into the Salesforce platform, businesses gain access to advanced automation tools, intelligent lead scoring, and personalized engagement at scale. This integration empowers sales teams to identify and prioritize high-quality leads, automate tasks, and optimize sales efforts, driving revenue growth and enhancing sales performance. Benefits of High Velocity Sales Implementing HVS offers numerous benefits to organizations: Challenges and Considerations While HVS provides significant advantages, it may not suit every sales process, especially those with complex, long-term cycles. Adopting HVS can involve a learning curve, and there’s a risk of sacrificing quality interactions with prospects for the sake of speed. Balancing velocity with relationship-building is crucial for long-term success. Alternative Solutions and Integration Exploring alternative sales engagement tools beyond Salesforce HVS can offer unique features tailored to specific business needs. Ensuring seamless integration with existing systems and processes is essential to maximize efficiency and workflow. Choosing Your Sales Engagement Tool When selecting a sales engagement tool, consider factors such as: Evaluating the potential return on investment is critical to making an informed decision. Embracing Innovation in Sales In today’s competitive business environment, embracing innovative sales strategies like High Velocity Sales is crucial. Leveraging automation, data-driven insights, and streamlined workflows, businesses can enhance productivity, increase efficiency, and achieve remarkable sales results. Ready to Revolutionize Your Sales Process? Explore High Velocity Sales and unlock your sales team‘s full potential with Salesforce and other cutting-edge technologies. Reach out to learn how Salesforce HVS can transform your sales process and schedule a consultation with experts at Tectonic to explore comprehensive solutions tailored to your business needs. Content updated March 2024. 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

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September 2, 2023in Salesforce, Salesforce Optimization, Salesforce Sales Cloud
How Inbox Boosts Sales Productivity
01Sep

How Inbox Boosts Sales Productivity

Explore the advanced productivity features accessible to sales representatives by integrating Inbox with Gmail. How Inbox Boosts Sales Productivity. Here’s a breakdown of common activities engaged in by reps and the corresponding features provided by Inbox: Scheduling Meetings: Inbox Feature: Embed open time slots directly from the calendar into an email, enabling recipients to choose a convenient time. The integration dynamically updates suggested times based on the rep’s availability, ensuring flexibility even after receiving the email. Tracking Email Engagement: Inbox Feature: Monitor email opens and link clicks, offering real-time insights into customer engagement. This feature eliminates uncertainty and empowers reps to follow up at precisely the right moment. Efficient Communication: Inbox Feature: Create shortcuts for frequently used phrases, reducing the need to repeatedly type the same content. This not only saves time but also minimizes the risk of typos in crucial communications. Optimizing Email Timing: Inbox Feature: Schedule email deliveries to coincide with the recipient’s optimal online hours, ensuring the message has the greatest impact. Timing plays a crucial role, especially when aiming for a potential sale. The integration of Inbox features, facilitated by adding an Inbox license, unlocks numerous benefits for reps. Activating this license is a seamless process, and Salesforce sales reps, or Tectonic, can guide you through it. Integrating Gmail with Salesforce not only enhances productivity but also minimizes context switching, allowing reps to concentrate on their customers and closing deals. With Einstein Activity Capture keeping contacts and events in sync, reps stay on top of their game. The addition of Inbox features turbocharges the integration, providing reps with a comprehensive toolkit to operate at peak efficiency. Like1 Related Posts 50 Advantages of Salesforce Sales Cloud According to the Salesforce 2017 State of Service report, 85% of executives with service oversight identify customer service as a Read more How Travel Companies Are Using Big Data and Analytics In today’s hyper-competitive business world, travel and hospitality consumers have more choices than ever before. With hundreds of hotel chains Read more Marketing Cloud Account Engagement and Salesforce Campaigns The interplay between Account Engagement and Salesforce Campaigns often sparks confusion and frustration among users. In this insight, we’ll demystify Read more Integration of Salesforce Sales Cloud to Google Analytics 360 Announced In November 2017, Google unveiled a groundbreaking partnership with Salesforce, outlining their commitment to develop innovative integrations between Google Analytics Read more

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September 1, 2023in Salesforce Sales Cloud
Linked In Sales Navigator Salesforce
23Aug

Linked In Sales Navigator Salesforce

LinkedIn Sales Navigator Salesforce offers a targeted approach to connecting with the right buyers, gaining valuable insights, and tailoring your outreach for maximum impact. As Jagjit Singh, Manager of Sales Strategy and Transformation at Infosys, attests, Sales Navigator facilitates building connections based on trust and rapport, crucial factors in successful sales interactions. Linked In Sales Navigator Salesforce Application The LinkedIn Sales Navigator for Salesforce application seamlessly integrates LinkedIn information and Sales Navigator insights into your existing sales workflow. By enriching contact records with LinkedIn data directly within Salesforce, you can gain a comprehensive view of your prospects and leads. Utilizing Sales Navigator for Salesforce enables you to transform cold prospects into closed deals swiftly and effectively. With this application, you can: If you’re a Salesforce administrator using a Professional, Enterprise, Performance, Unlimited, or Developer edition, you can easily install LinkedIn Sales Navigator for Salesforce into your Salesforce organization to enhance your sales process. How do I use technical implementation and security to integrate my CRM embedded profiles with Salesforce and Microsoft Dynamics CRM? Check out this whitepaper to learn more about the technical implementation and security of using CRM embedded profiles. What do I do if LinkedIn for Salesforce isn’t allowing me to sign in? If you’re repeatedly being prompted to sign in to LinkedIn for Salesforce, or you’re not able to enter your credentials, you may need to add LinkedIn.com as a trusted site. Here’s a tip Installing LinkedIn Sales Navigator for Salesforce is not the same as syncing Salesforce with Sales Navigator. Linked In Sales Navigator Salesforce Help Articles Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more Top Ten Reasons Why Tectonic Loves the Cloud The Cloud is Good for Everyone – Why Tectonic loves the cloud You don’t need to worry about tracking licenses. Read more

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August 23, 2023in Salesforce Data Cloud

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