Salesforce Sales Cloud Archives - gettectonic.com - Page 8
Salesforce Sales Cloud
25May

Salesforce Sales Cloud Process Flow

Salesforce Sales Cloud, a fully adaptable CRM solution, consolidates customer information into an integrated platform that encompasses marketing, lead generation, sales, customer service, and business analytics. Salesforce Sales Cloud Process Flow saves time. Additionally, it offers access to a myriad of applications through the AppExchange. Here’s a guide on how to set up a Salesforce Sales Cloud process flow: Understanding the Salesforce standard object architecture is necessary when setting up a sales process: Mapping your selling path involves: Establishing an activity tracking process: Building a Salesforce sales process requires time and effort but provides a robust framework for sustained growth. Organizations that can define and map their unique selling path, have clear sales stages, and ensure strong adoption being more efficient in reaching revenue goals. Need help? 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

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May 25, 2021in Salesforce Optimization, Salesforce Sales Cloud
11May

Salesforce Sales Acronyms

Here is a helpful glossary of sales terminology you may hear when discussing Salesforce sales. Salesforce Sales Acronyms Acronym Meaning Defintion BANT Budget, Authority, Need, Time A framework that helps sales reps judge how qualified a lead is/their propensity to purchase (how likely they are to purchase). From there, sales reps can focus their attention on the most promising prospects. This is more closely related to sales qualified leads than marketing qualified leads. CQ Calendar Quarter A period of three months that is used by organizations in order to calculate their budgets, profits, losses, and sales quotas. The calendar quarters start in January/April/July/October, whereas the fiscal quarters can start at any month (according to the organization), for example, Salesforce themselves start their fiscal year in February, which means their second fiscal quarter starts in May. Salesforce Admins and users will come across this when filtering date fields in the Salesforce report builder. CY Calendar Year A period of twelve months that is used by organizations in order to calculate their budgets, profits, losses, and sales quotas. The calendar year starts in January, whereas the fiscal year can start at any month (according to the organization). ECC Einstein Call Coaching Einstein Call Coaching gives users insights and trends from sales calls – taking the rich fabric of a conversation and splicing it into key moments. ECC is ‘product within a product’ of High Velocity Sales (HVS). ECI Einstein Conversation Insights Gives users insights and trends from sales calls – taking the rich fabric of a conversation and splicing it into key moments. Never before have sales managers and reps been able to analyze their conversations like this – at scale and at speed – which would be impossible without the help of AI. (Formerly known as Einstein Call Coaching). EEI Einstein Email Insights Einstein will surface contextual sales information while writing emails, so you ultimately send the best response, at the best time.Available with Sales Cloud Einstein, Inbox, High Velocity Sales, or Revenue Intelligence, which come at an additional cost. It’s available (at an extra cost) for Salesforce Enterprise, Performance, and Unlimited editions. FQ Fiscal Quarter A period of three months that is used by organizations in order to calculate their budgets, profits, losses, and sales quotas. Salesforce Admins and users will come across this when filtering date fields in the Salesforce report builder. FY Fiscal Year “A period of twelve months, used by organizations in order to calculate their budgets, profits, and losses.” (and sales quotas)(source).Salesforce Admins and users will come across this when filtering date fields in the Salesforce report builder. HVS High-velocity Sales High-velocity Sales was developed for inside sales/sales development teams that process a high-volume of activities, especially calls. Now called Sales Engagement, the product includes: Sales Cadences, Work Queue, Einstein Lead Score, Salesforce Inbox, Call Scripts and Einstein Call Coaching. YOY Year-on-year Comparing the performance in one period of time with the same time period the previous year. For example, comparing January 2022 to January 2021 to see if trends have increased or decreased. 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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May 11, 2021in Salesforce, Salesforce Commerce Cloud, Salesforce CPQ, Salesforce Hospitality Travel and Transportation, Salesforce Manufacturing Automotive Energy, Salesforce Public Sector Solutions, Salesforce Sales Cloud
Salesforce Sales Cloud
07May

Salesforce for the Inside Sales Team

Inside sales serves as the cornerstone of a thriving sales organization. The efficient model using Salesforce for the inside sales team enables the delivery of personalized human interactions. Salesforce facilitates rapid scalability. Inside sales involves sales representatives engaging with and selling to customers via phone or digital channels rather than face-to-face interactions. This approach not only streamlines business operations but also fosters organizational and personal growth. Modern technology enhances the productivity and effectiveness of inside sales teams by providing valuable data and insights. Whether your team is making or receiving calls, employing the inside sales methodology, business development, or a similar approach yields results. This strategy, known as Sales Engagement, focuses on promptly connecting with customers through their preferred channels. In today’s fast-paced environment, buyers expect personalized engagement and that it aligns with their needs. Inside sales teams, often responsible for initial contact and research, play a crucial role in setting the stage for a successful sales process. Salesforce for the inside sales team provides that personalized engagement,. This example is actually how Salesforce itself handles inside sales. Inside sales teams can be structured as generalized, specialized, or segmented entities, catering to diverse business needs. Salesforce, following a Quantity and Quality approach, emphasizes multiple touches to nurture leads effectively. Leveraging advanced tools and strategic timing, Salesforce maximizes sales touches, ensuring engagement during opportune moments. The organization has mastered the art of striking while the iron is hot, reaching out to potential leads promptly after engagement. Salesforce combines quantity with quality, recognizing that 64% of customers expect personalized engagement based on past interactions and interests. Salesforce representatives meticulously research target companies to tailor personalized sales communications. Sales Engagement Of particular interest are the tools employed by Salesforce for inside sales. Sales Engagement, a solution automating record-keeping and streamlining the selling process, is accessible to all Salesforce customers as an add-on to Sales Cloud. With features like email integration, automated activity logging, Sales Dialer, and AI-driven tools like Einstein Lead Scoring and Einstein Conversation Insights, Salesforce empowers its inside sales teams. They work smarter, not harder. High Velocity Sales Salesforce’s Sales Engagement tool, formerly known as High Velocity Sales, enhances inside sales reps’ ability to engage buyers more efficiently, effectively, and with greater agility. With the right tools at their disposal, inside sales teams can provide a seamless experience, essential for winning and retaining new business. Tectonic recognizes the pivotal role of inside sales and supports our clients in optimizing their processes with Salesforce’s Sales Engagement tool, ensuring a more streamlined and productive approach to closing deals. Contact Tectonic today to discuss how Salesforce Sales Engagement can empower your inside sales team. 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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May 7, 2021in Data, Salesforce, Salesforce Einstein, Salesforce Sales Cloud, Technology
Salesforce Revenue Cloud
06Nov

Salesforce Revenue Cloud

What is Salesforce Revenue Cloud? It’s a comprehensive revenue management solution that seamlessly streamlines your entire revenue lifecycle, all powered by the Salesforce Customer 360 Platform. Revenue Cloud provides you with the CPQ (Configure, Price, Quote) capabilities to facilitate swift deal closing and selling. Easily configure, price, and quote complex solutions with precision. The platform automates billing and cash collection, with Salesforce’s recurring billing engine supporting various charge types, sales orders, and payment schedules. Subscription management is also a breeze, fostering efficient revenue growth. Built on the expansive and scalable Salesforce capabilities, Revenue Cloud allows you to deliver exceptional, personalized end-user experiences. It unifies your revenue processes with 360-degree customer view data, driving automation across the entire product-to-cash journey. Discover how Revenue Cloud empowers customers to buy across channels, adapt to evolving business models, and navigate changes in the business landscape by talking to Tectonic today. At Tectonic, we understand the challenges faced by IT professionals when integrating new tools into their infrastructure. Salesforce Revenue Cloud seamlessly integrates with Sales Cloud and Service Cloud, ensuring compatibility with your existing sales, marketing, finance, HR, and CDP platforms. Partner with Tectonic to implement Salesforce Revenue Cloud seamlessly into your custom Salesforce ecosystem, avoiding technical debt, complex systems, and unnecessary downtime or learning curves. Revenue Cloud puts you in control of revenue growth across every channel. As part of Salesforce Customer 360, it unifies data throughout the entire revenue lifecycle. Connect all your revenue processes on a single platform, launch new revenue streams, optimize efficiency, and transform the B2B buying journey. Tectonic, in collaboration with Salesforce Revenue Cloud, offers a unified product catalog to ensure consistent products and pricing across all channels. Flexibility to move across direct, partner, and digital channels is enhanced, with improved data quality and security for smarter and faster data-driven decisions. The Guided Selling configuration wizard assists reps in finding the right products with the correct configuration rules and bundling for comprehensive and compliant quoting solutions. Accelerating deal execution without compromising margins, Tectonic and Salesforce Revenue Cloud enable your sales reps to model deal scenarios, streamline approvals, and offer pre-agreed upon discounts. Generate quotes aligned with branding, product, and legal guidelines using pre-built templates, product literature libraries, and dynamic terms and conditions. Track orders and quotes seamlessly across multiple fulfillment platforms, with contracts and subscriptions easily traceable. Invoices from CPQ order objects contain fields for both the CPQ and billing modules, supporting amend and renew processes. Customized billing and approvals adapt to exceptions, with stakeholders able to approve via email, mobile, Chatter, or within Salesforce. Integrated revenue management on the number one CRM platform allows you to control revenue complexity and growth effectively. Salesforce Revenue Cloud caters to businesses in need of negotiated sales, self-service orders, controls and compliance, products and pricing, billing and collections, revenue reporting, licensing and permitting, and more. Contact Tectonic today to discover how much power Salesforce Revenue Cloud can add to your custom Salesforce integration. Like2 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more 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 6, 2020in Salesforce CPQ, Salesforce Revenue Cloud
Salesforce Sales Cloud
19Jun

Salesforce Sales Cloud Advantages

What are Salesforce Sales Cloud advantages? Salesforce Sales Cloud is a customer relationship management (CRM) platform designed to support sales, marketing and customer support in both business-to-business (B2B) and business-to-customer (B2C) contexts. Advantages of Salesforce Sales Cloud: Salesforce Sales Cloud Advantages: Salesforce Sales Cloud is a prominent tool from the world of CRM that helps companies of all sizes and from different industry verticals sell smarter and quicker. A business that is looking for the best implementation of the sales cloud can employ a Salesforce consulting company and leverage myriad advantages, such as centralized customer data, improved collaboration, logging interactions, and business process automation. Whether you are from the manufacturing industry or the financial services sector, having a sales cloud is imperative for your business growth. Why? Let’s discuss and help you understand the importance of having an experienced consulting partner when you launch Salesforce Sales Cloud. What is So Special About Salesforce Sales Cloud? Businesses need a solution that can help in handling leads, contacts, accounts, and opportunities in a seamless manner. It is here that the Sales Cloud comes into play with its advanced capabilities and the power of AI. Not only does this cloud tool centralized customer data, but also aids collaboration among different teams. According to a report by Ventino teams, Sales Cloud has claimed 38.2 percent of the market share and leads as the best cloud solution. There are multiple reasons for its huge popularity among businesses; some of them are as follows – If you are considering leveraging Salesforce Sales Cloud in your organization, contact Tectonic today. Tectonic is please to announce our Sales Cloud Implementation Solutions. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more 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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June 19, 2020in Salesforce Sales Cloud
Einstein Relationship Insights
07Feb

Einstein Relationship Insights

Setting Up Einstein Relationship Insights: Configure ERI Insights to empower your sales team in managing relationships among individuals, companies, and their interactions. Follow these steps for enabling and configuring: Enabling Einstein Relationship Insights: To enable ERI, follow these steps: Understanding Einstein Relationship Insights (ERI): ERI, serves as an AI-powered research assistant, enhancing sales processes. ERI operates as a desktop plugin with a browser extension, exploring diverse data sources to provide relevant insights for expediting deal closures. Key Features of ERI: Salesforce Einstein Relationship Insights Implementation: Sales representatives benefit from ERI’s relationship intelligence, providing: Accelerating Sales with ERI: Supercharge Sales with Intelligent Relationship Management: Salesforce ERI improves customer understanding. AI-driven relationship management aids in forming deeper connections. Salesforce offers various tools and capabilities to enhance sales productivity. Salesforce introduced Einstein Relationship Insights, a new AI-powered research agent that autonomously explores the internet and internal data sources to discover relationships between customers, prospects, and companies, assisting sales reps in closing deals faster. Einstein Relationship Insights functions as a virtual assistant, scanning the web, social media, collaboration apps, email, and other online sources to uncover and recommend related people and companies. Why it matters: Einstein Relationship Insights showcases how AI collaborates with, rather than replaces, salespeople to enhance deal closure and increase revenue. AI-powered tools are crucial for over-burdened reps, automating critical relationship research and network analysis around key decision-makers. For further details on how Salesforce solutions can address your business needs, consult the Tectonic team for comprehensive assistance Content updated February 2024. 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 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 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

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February 7, 2020in Einstein Insights, Salesforce Einstein, Salesforce Sales Cloud
Quip Joins Sales and Service Clouds
22Apr

Quip Joins Sales and Service Clouds

Salesforce has integrated Quip into its Sales and Service Cloud platforms, marking a significant shift since acquiring the collaboration tool in 2016. Previously a standalone product, Quip’s functionality is now embedded directly into Salesforce, enabling teams to collaborate seamlessly within the context of their business workflows. Quip Joins Sales and Service Clouds. Alan Lepofsky, VP of Salesforce Quip, highlights the benefits of this integration, emphasizing how it allows sales and customer support teams to collaborate more effectively, leading to improved alignment and efficiency, ultimately enhancing the customer experience. Within Sales and Service Cloud, Quip appears as a tab, where employees can collaborate on documents without switching between multiple applications. Administrators can create templates to streamline team collaboration, enabling quick access to relevant information for specific accounts or issues. In the customer service context, agents can use Quip to discuss and resolve issues efficiently while interacting with customers. Despite existing partnerships with other collaboration tools, Salesforce is now leveraging Quip as a native productivity and collaboration tool, emphasizing its integration directly into CRM and customer service workflows. While the idea of a unified collaboration platform is appealing, it remains to be seen whether customers will fully adopt Quip over other existing tools. In the meantime, Quip will still be available as a standalone product alongside its integration into Salesforce’s offerings. 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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April 22, 2019in Salesforce
Salesforce Sales Cloud
09Apr

Salesforce Sales Cloud Explained

Salesforce Sales Cloud is Salesforce’s premier product, originating with the company’s birth in 1999, and currently commands the largest market share among all available Customer Relationship Management (CRM) solutions. With a core mission to expedite the sales cycle, Sales Cloud furnishes companies with an array of tools for efficient management of leads, opportunities, businesses, and individual contacts. While it predominantly caters to Business-to-Business (B2B) enterprises, Sales Cloud encompasses features like quoting, product management, and forecasting tailored to meet the needs of sales managers. In addition to its foundational features, Sales Cloud offers a suite of add-on products that further enhance its capabilities. These include Sales Cloud Einstein, Inbox, Salesforce Maps, Lightning Dialer, Lightning Scheduler, Salesforce Engage, Einstein Sales Analytics, and Revenue Analytics. These supplementary products provide advanced functionalities and analytics, elevating the overall sales experience for businesses utilizing Sales Cloud. What does Salesforce do? It helps teams work better together. Your business may use a single Customer 360 app, or a combination of many. By improving team communications, automating repetitive tasks, and surfacing more insights with the help of AI, our customers drive greater business success. Connect the dots between marketing and sales. Bring all your customer data together in one place to inform campaign strategy, audiences, and content. Use generative AI to create personalized messages and send them to prospects right where they are most likely to engage with them. When customers click on your ad or website, an automated message is sent to sales, notifying the team of a new lead. 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 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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April 9, 2019in Data, Enterprise, Generative AI, Salesforce, Salesforce Implementation Services, Salesforce Managed Services, Salesforce Sales Cloud
Salesforce Success Story
27Jun

Case Study: Health Payer/Provider Onboarding/Network Growth

After doing their initial Sales Cloud implementation and SAP integration over 12 years ago, this company was only leveraging Salesforce in a basic capacity, being a predominantly SAP and Microsoft shop. Fast forward to about a year ago, with a change in leadership, Salesforce became the desired platform to build and expand on. With the need to support multiple lines of business, provide more accurate forecasting and quoting and close the gap between sales and supply chain there was a lot to tackle both immediately and long term.

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June 27, 2018in Salesforce, Salesforce Development Services, Salesforce Financial Services Solutions, Salesforce Health and Life Sciences Solutions, Salesforce Optimization, Salesforce Sales Cloud, Salesforce Service Cloud, Salesforce Success Stories
salesforce inbox
15May

Salesforce Inbox Explained

Salesforce Inbox explained. Enhance the productivity of sales reps with Inbox features, enabling efficient management of every email message, whether they’re on the move or at their desk. Available in: Lightning Experience Certain features are accessible with Sales Cloud and included in Starter, Professional, Enterprise, Performance, and Unlimited Editions. All features are accessible with Inbox, Sales Engagement, or Sales Cloud Einstein. An Inbox license grants access to Inbox features within the Outlook integration, Gmail integration, and Lightning Experience, and also provides entry to the mobile app. Outlook and Gmail Integration Features Email integrations empower sales reps to interact with Salesforce data directly within Microsoft Outlook and Gmail or through the Salesforce Inbox mobile app. The Outlook integration (with or without Inbox) is accessible as a Salesforce Outlook add-on from the Office Store. The Gmail integration (with or without Inbox) is available as a Salesforce Chrome Extension from the Chrome Web Store. The Inbox mobile app can be obtained from the Apple Store or Google Play Store. Certain Inbox features are also accessible when sending emails from Lightning Experience. Setting Up Inbox To configure Salesforce Inbox, enable the application for desktop, mobile, or both, designate users permitted to use Inbox, and customize Inbox features. All features are accessible with Inbox, Sales Engagement, or Sales Cloud Einstein. Using Inbox Features Boost productivity and efficiency with Inbox. View pertinent Salesforce records alongside your emails and events, and link email messages to Salesforce, keeping your colleagues informed about your communications. Access productivity features wherever you send emails. Once Salesforce Inbox is configured for your organization, Inbox users can install any or all Inbox clients. During installation, users link their email and calendar to Salesforce. Inbox Clients Each user requires an Inbox client to access Inbox features. The app offers various client options to support common Google™ and Microsoft® email platforms for desktop and mobile devices. Choose the client that aligns with your environment. Installing Inbox Clients To utilize Inbox, install the client that is compatible with your platform and email account. Utilizing Inbox Features in Outlook and Gmail Maximize productivity and efficiency with Inbox features directly within Microsoft Outlook® or Gmail™. Using Inbox Mobile Enhance productivity and efficiency while on the move with the Inbox mobile app. Salesforce Inbox Mobile Release Notes Inbox mobile was retired as of February 1, 2024. An Inbox license grants access to Inbox features within the Outlook integration, Gmail integration, and Lightning Experience, and also provides entry to the Inbox mobile app. Legacy Salesforce Inbox Legacy versions of the Salesforce Inbox Outlook add-in and Chrome extension have been retired. Inbox features are now accessible via the Salesforce add-in available in the Microsoft AppSource Store and the Chrome Web Store. An Inbox license unlocks the Inbox features you currently use. To continue utilizing Inbox features in Outlook and Gmail, obtain the Salesforce add-in for Outlook or the Chrome Extension for Gmail. Ensure to uninstall the legacy add-in or extension after installing the new version. Obtain the Salesforce add-in for Outlook Obtain the Salesforce add-in for Gmail (G Suite or Google Workspace email required) Content updated January 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 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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May 15, 2018in Salesforce, Salesforce Implementation Services, Salesforce Sales Cloud
catch initial traffic source with Google Analytics
18Jan

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 360, Salesforce Sales Cloud, and Salesforce Marketing Cloud. This collaboration marks the first time that sales, marketing, and advertising data will seamlessly converge. Integration of Salesforce Sales Cloud to Google Analytics 360 Announced. Integration of Salesforce Sales Cloud to Google Analytics 360 Announced Today, we at Tectonic are thrilled to introduce the inaugural integration: direct importation of sales pipeline data from Sales Cloud (including leads and opportunities) into Analytics 360. This integration empowers marketers within any business managing leads to gain a comprehensive understanding of the customer’s journey to conversion, enabling swift and targeted engagement at crucial touchpoints. Leading enterprises like Rackspace and Carbonite are already reaping the rewards of this integration, streamlining data analysis and reaching higher-value audiences. A Holistic View of the Customer Journey Marketers often struggle to bridge the gap between online and offline customer interactions to achieve a comprehensive view of the customer journey. With the seamless integration between Sales Cloud and Analytics 360, marketers can effortlessly amalgamate offline sales data with digital analytics data, gaining insights into the entire conversion funnel. This facilitates a deeper understanding of customer engagement with brands and the performance of marketing initiatives. For instance, marketers can examine the correlation between online lead sources (such as organic search, paid search, or email) and lead quality based on their progression through the sales pipeline. Enhanced Marketing Outcomes While increased visibility into the customer journey is invaluable, the true value lies in actionable insights. For example, if a particular source of site traffic consistently generates higher-quality leads, marketing budgets can be reallocated to optimize traffic acquisition. Moreover, the built-in connections between Analytics 360 and Google’s media buying platforms offer additional avenues to acquire new customers and drive incremental revenue. Marketers can leverage Adwords and DoubleClick Search tools to optimize search ad bidding based on actual sales data (offline conversions tracked in Salesforce) rather than just website leads. Additionally, they can create audience lists in Analytics 360 comprising qualified leads from Sales Cloud, leveraging Adwords or DoubleClick to target display ads to individuals with similar characteristics. Real-world Success Stories – Integration of Salesforce Sales Cloud to Google Analytics 360 Announced Rackspace, a leading provider of managed cloud services, has already experienced significant benefits from beta testing the Sales Cloud to Analytics 360 integration. By seamlessly integrating sales pipeline reporting with digital marketing analytics, Rackspace has gained deeper insights into marketing performance, saving time and accelerating decision-making processes. Similarly, Carbonite, a provider of cloud data backup services, is gearing up to transform its media activation strategy by leveraging insights derived from Salesforce data in Google Analytics and AdWords campaigns. What’s on the Horizon? In the coming months, Google will expand the availability of Sales Cloud data in Analytics 360, providing marketers with even deeper intelligence. For instance: Product-specific data will enable remarketing campaigns tailored to cross-sell or up-sell offers based on previous orders. Lead conversion likelihood data will facilitate the creation of audience lists of prospects with a high probability of purchasing, ideal for remarketing or prospecting campaigns. Lifetime value data will serve as a diagnostic tool, shedding light on the most valuable marketing channels. As 2018 progresses, Google will continue to roll out additional integrations between Salesforce and Analytics 360, enabling more accurate attribution modeling, comprehensive campaign performance analysis, and seamless audience activation across marketing channels. Integration of Salesforce Sales Cloud to Google Analytics 360 Announced If you’re not yet leveraging Analytics 360 and are eager to learn more, please reach out to us. Existing customers can engage with their account team or Certified Analytics Partner to devise a plan for implementing these integrations. 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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January 18, 2018in Google Analytics, Salesforce, Salesforce Sales Cloud

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