Salesforce Sales Cloud Archives - gettectonic.com - Page 4
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 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 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 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 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 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 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 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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August 23, 2023in Salesforce Data Cloud
Sales Pipeline
20Jun

Key Metrics of a Sales Pipeline

Key Metrics of a Sales Pipeline ensure you measure statistics that drive the needle to results. Initiate the optimization of your sales pipeline by incorporating vital elements that span distinct stages and pivotal metrics. Here are essential considerations: Lead Source: Determine how potential clients discover your business, whether through digital advertisements, print marketing, email campaigns, customer referrals, or alternative methods. Evaluate the effectiveness of each source in terms of conversion rates, enabling a focused approach on the most productive channels. Industry: Identify industries where your product resonates more effectively with clients. Concentrate marketing efforts on specific industries, tailoring strategies to align with their preferences and needs. Decision Makers Involved: Quantify the number of client-side contacts participating in the decision-making process. Customize strategies based on the roles of each contact, adapting approaches for CEOs, finance directors, or CTOs. Deal Size: Categorize buyers based on their willingness to invest, distinguishing between those with substantial budgets and those with more conservative ones. Tailor your presentations to accommodate the budget constraints and preferences of different segments. Probability to Close: Evaluate the likelihood of each lead transitioning into a customer. Consider factors like the sales pipeline stage, team interactions, and other criteria indicating the lead’s readiness to finalize a deal. Ensure the adaptability of your sales pipeline design, allowing for diverse analyses and inquiries. Regularly review and adjust your template to detect data anomalies, enabling the resolution of issues in your sales funnel and the maximization of opportunities to expedite your sales process. Key Metrics of a Sales Pipeline 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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June 20, 2023in Salesforce Sales Cloud
Salesforce Sales Cloud
07Jun

Salesforce Sales Cloud GPT

What is Salesforce Sales Cloud GPT? Salesforce’s Einstein GPT is a robust AI tool that seamlessly integrates both public and private AI models with CRM data. This unique synergy allows users to articulate natural-language queries directly within the Salesforce CRM environment, resulting in continuously adapted AI-generated content tailored to evolving customer information and requirements. Salesforce Sales Cloud GPT The suite encompasses a suite of powerful Artificial Intelligence (AI) products, including the Einstein service, the workplace-messaging app Slack, and the data analysis software Tableau. Notably, it unveils a compelling array of natural language tools slated for release in 2023, such as Sales GPT for personalized emails, Service GPT for service messages and chatbots, and Marketing GPT for refined audience targeting. Furthermore, the AI Cloud is meticulously crafted to host extensive language models from various providers such as AWS, Anthropic, and Cohere. Salesforce’s commitment to AI startups is further underscored by a substantial $500 million injection into its venture capital fund. Impact on Sales Cloud with AI and EinsteinGPT: Sales Cloud undergoes a transformative impact through AI, notably EinsteinGPT. Anchored in principles of Trust, Security, and Privacy, Salesforce introduces the Einstein Trust Layer within its AI Cloud offering to assuage privacy concerns. This layer ensures adaptability and transparency while upholding stringent standards for data privacy, security, and compliance. EinsteinGPT for Sales Cloud emerges as a game-changing innovation, serving as a personalized assistant within Salesforce CRM to streamline sales processes. Leveraging Generative AI, it transcends mere data analysis by generating novel content, ideas, and approaches. Key features encompass Einstein GPT, Einstein Conversation Insights, and Einstein Relationship Insights. Industries Experience Tangible Impact: Salesforce’s substantial investments in AI are reshaping the landscape of sales and customer engagement. As EinsteinGPT becomes an integral part of the platform, the anticipation of new and innovative use cases signals a significant leap forward in AI accessibility. Tectonic is please to announce our Sales Cloud Implementation Solutions. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more 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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June 7, 2023in Salesforce Einstein, Salesforce Financial Services Solutions, Salesforce Manufacturing Automotive Energy, Salesforce Public Sector Solutions, Salesforce Sales Cloud
Salesforce Einstein
23May

Customize Forecast Insights

Tailor your forecasts page to align with your specific business requirements by leveraging Lightning App Builder. Craft bespoke forecasts pages that integrate all necessary information crucial for your sales leaders to generate precise forecasts tailored to your unique business demands. Construct pages comprising both standard and custom components meticulously tailored to complement your distinct sales processes. Customize Forecast Insights in Salesforce. For precise forecasting based on the Opportunity, Opportunity Product, or Line Item Schedule objects, utilize a custom number field as a measure. The forecasts grid provides insights into forecasts for individual months or quarters and offers flexibility in defining the range of months or quarters, catering to your preferences. While a default one-month forecast period is established, it can be adjusted as needed to suit your requirements. Forecast categories categorize opportunities within the sales cycle based on their respective opportunity stages. Standard forecast categories such as Pipeline, Best Case, Commit, Omitted (excluded from forecasts), and Closed are available. Salesforce administrators can further enhance forecasting capabilities by introducing a Most Likely category in Lightning Experience and renaming categories for both single category rollups and cumulative category rollup scenarios. Customize Forecast Insights to see the information most important. Different users can have different views. To modify forecast categories in Salesforce: Customize the presentation of standard and custom forecast columns on the forecasts page, allowing for tailored visualization. For instance, arrange a custom Most Likely column to be positioned alongside the Open Pipeline column. For adjusting forecasts in 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 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 23, 2023in Einstein Insights, Salesforce Sales Cloud
Google Analytics and Salesforce Integration
18May

Google Analytics and Salesforce Integration

Syncing Google Analytics Data to CRM Analytics To integrate Google Analytics and Salesforce Integration using the Google Analytics connector, follow these steps: Important Note: As of July 1, 2023, the main product Google Analytics has been decommissioned and replaced with the new product Google Analytics 4 (GA4). The Salesforce announcement GA4 Set to Replace Universal Analytics gives an overview on this. Creating a Connection Required Settings: Google Analytics 4 Integration To sync Google Analytics 4 data to Salesforce Data Pipelines: Connector Considerations: Google Analytics Salesforce Sales Cloud Integration User Identification Analytics provides two methods to identify users: Required Salesforce Sales Cloud Objects and Fields: Integration Steps: Testing and Viewing Imported Data: Notes: Google Data Studio and Salesforce Integration Connecting Salesforce with Google Data Studio allows for powerful visualizations that combine sales and marketing data. This integration helps in understanding which channels generate the most leads and income. Google Analytics 4 Connection Setup: Connection Details: Advanced Properties: Considerations: By following these steps, you can seamlessly integrate Google Analytics data into your CRM Analytics and Salesforce Data Pipelines, ensuring robust data analysis and informed decision-making. Decide How to Identify Your Users: Analytics offers two ways to programmatically identify your users: Client ID and User-ID. To support Data Import for Salesforce Sales Cloud, you must implement Client ID. You may optionally choose to also implement User-ID. Client ID pseudonymously identifies a browser instance and is best suited for businesses focused on lead generation and new customer acquisition. User-ID enables the analysis of groups of sessions, across devices, using a unique, persistent, and non-personally identifiable ID string representing a user. This option is best for businesses with high rates of logged-in users. How to Import CRM/ERP Data with Google Analytics 4 Using a CSV File: Transitioning to Google Analytics 4: As of March 2023, Google has automatically created GA4 properties for users unless they opt-out. Until July 1, 2023, you can continue to use and collect new data in your Universal Analytics properties. After this date, you must export your historical reports as Universal Analytics will be phased out. How Does Google Help Salesforce Marketing Cloud Users? Google Analytics provides invaluable insights into user behavior, helping Salesforce Marketing Cloud users optimize campaigns and understand customer journeys. Integration with the Google platform allows businesses to combine offline sales data with digital analytics, optimizing digital marketing strategies and improving campaign effectiveness. Additional Integration: Using datasets from Google Analytics and Google BigQuery, businesses can create interactive Tableau CRM dashboards to visualize campaign activities and performance metrics. By following these guidelines, organizations can leverage Google Analytics data effectively within their Salesforce ecosystem, enhancing decision-making and strategic planning. Content updated July 2024. 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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May 18, 2023in Google Analytics, Salesforce Marketing Cloud, Salesforce Sales Cloud
Salesforce Data Cloud Explained
15May

Salesforce Data Cloud Explained

Salesforce Data Cloud, previously recognized as Salesforce CDP/Genie, made its debut at Dreamforce 2022, hailed by Salesforce as one of the most significant innovations in the company’s history. A hyperscale data platform built into Salesforce. Activate all your customer data across Salesforce applications with Data Cloud. Data Cloud facilitates the intake and storage of real-time data streams on a massive scale, empowering automated tasks that result in highly personalized experiences. Data can be sourced from diverse Salesforce data outlets, including Mulesoft, Marketing Cloud, and others, along with customers’ proprietary applications and data sources. Subsequently, it can dynamically respond to this real-time data by automating actions across Salesforce CRM, Marketing Cloud, Commerce, and more, inclusive of automating actions through Salesforce Flow. What is the Salesforce data cloud? Data Cloud is the fastest growing organically built product in Salesforce’s history (i.e. Salesforce built it themselves, not via acquisitions). Data Cloud could be described as the ‘Holy Grail of CRM’, meaning that the data problem that’s existed since the infancy of CRM is now finally solvable. Data Cloud is the foundation that speeds up the connectivity between different ‘clouds’ across the platform. However, Data Cloud is also a product that can be purchased. While not all Salesforce customers have licensed Data Cloud, being at the foundation means they are still taking advantage of Data Cloud to a degree – but this all becomes even stronger with Data Cloud as a personalization and data unification platform. What is the history of Data Cloud? Salesforce has gone through several iterations with naming its CDP product: Customer 360 Audiences → Salesforce CDP → Marketing Cloud Customer Data Platform → Salesforce Genie → Salesforce Data Cloud. In some instances, changes were made because the name just didn’t stick – but what’s more important to note, is that some of the name changes were to indicate the significant developments that happened to the product. Salesforce Data Cloud Differentiators Data Cloud, in itself, is impressive. While many organizations would consider it expensive, if you were to flip the argument on its head, by buying your own data warehouse, building the star schema, and paying for ongoing compute storage, you’d be looking to spend 5 to 10 times more than what Salesforce is charging for Data Cloud. Plus, data harmonization works best when your CRM data is front and center. There are other key differentiators that helps Data Cloud to stand out from the crowd: Is data cloud a data lakehouse? That means that Data Cloud is now not just a really good CDP, it’s now a data lake which will be used in sales and service use cases. But it also means that we can start to fundamentally move some of our higher-scale consumer products like Marketing and Commerce onto the platform. Is Snowflake a data Lakehouse? Snowflake offers customers the ability to ingest data to a managed repository, in what’s commonly referred to as a data warehouse architecture, but also gives customers the ability to read and write data in cloud object storage, functioning as a data lake query engine. What is the benefit of Salesforce data cloud? Data Cloud empowers Salesforce Sales Cloud with AI capabilities and automation that quickly closes deals and boosts productivity across every channel. It drives customer data from all the touchpoints and unifies it separately in individual customer profiles. Salesforce Data Cloud is a powerful data warehouse solution that allows companies to effectively manage and analyze their data. What is the difference between Salesforce CDP and data lake? Talking abut Salesforce CDP is a little bit like a history lesson. While a CDP provides a unified, structured view of customer data, a data lake, on the other hand, is more of a raw, unstructured storage repository that holds a vast amount of data (more than just customer data) in its native format until it’s needed. 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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May 15, 2023in Data, Generative AI, Mulesoft, Salesforce, Salesforce Data Cloud, Salesforce Einstein, Salesforce Flow, Salesforce Implementation Services, Salesforce Sales Cloud, Snowflake, Technology
Channels and Tactics Redefine Customer Engagement
13May

Channels and Tactics Redefine Customer Engagement

In today’s digital era, data is the core of enterprises, transforming actionable insights from a secondary role to a mission-critical element. Channels and Tactics Redefine Customer Engagement for nearly everyone. Marketers are investing heavily in tools and technologies that unify data, enabling brands to create unique customer profiles, automate campaigns, and scale personalized strategies effectively. While customer relationship management (CRM) systems are widely popular, marketers use a variety of tools to maintain relationships throughout the customer lifecycle. Notably, 89% of B2B and B2B2C marketers utilize account-based marketing platforms to conduct targeted campaigns in collaboration with their sales and service teams. To meet the growing demand for data-driven, personalized, and scalable customer experiences, over half of marketers have adopted artificial intelligence (AI). Additionally, 90% use CRM systems, 89% employ account-based marketing platforms, and 62% leverage AI. Marketers are keenly aware of customer trends and are experimenting with new digital channels to connect with their audience. Chief Marketing Officers (CMOs) cite customer preferences and expectations as the primary drivers of digital strategy. Recognizing the dominance of streaming services in the media landscape, marketers are increasingly using TV and over-the-top (OTT) platforms to reach prospects and customers. Video remains a crucial component of the marketing mix, with both pre-produced and livestream videos gaining traction. As customers show a growing preference for online engagement, marketers are leveraging a wide range of interactive and user-generated content to satisfy this demand. Interactive content and livestream videos, in particular, have experienced the most significant annual growth. Channels and Tactics Redefine Customer Engagement and that is not likely to change any time soon. 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 13, 2023in Marketing Automation, Salesforce Implementation Services, Salesforce Marketing Cloud, Salesforce Optimization, Salesforce Sales Cloud

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