Salesforce Sales Engagement - gettectonic.com
Salesforce Spiff Announced

Salesforce Spiff Announced

Salesforce unveiled Salesforce Spiff yesterday, introducing incentive compensation management directly into the world’s leading AI CRM to automate commissions and boost seller motivation. With this enhancement, Sales Cloud now offers sellers and sales leaders a comprehensive growth platform covering the entire journey from pipeline development to paycheck delivery. Recently integrated into Salesforce’s ecosystem through acquisition, Spiff empowers organizations to increase revenue by aiding sales leaders in managing intricate incentive compensation plans and understanding the multiple factors influencing revenue performance. This product boasts an intuitive user interface, real-time visibility, transparency into critical financial data, comprehensive analytics and reporting capabilities, and seamless integration with other Salesforce applications. Significance of Salesforce Spiff: Many organizations struggle with setting accurate quotas for sales compensation programs, with 64% citing this as a major challenge. Incentive-based pay is a fundamental component of total compensation, with 90% of top-performing companies employing incentive programs to reward sales associates. Overcoming these hurdles is vital for optimizing sales performance and achieving organizational objectives. Additionally, incentive packages often vary by level and business objective, posing manual management challenges without compensation management technology. Innovative Features of Salesforce Spiff: Salesforce Spiff Commission Estimator: Sales reps can view estimated commissions and align them with business objectives while creating customer quotes in Sales Cloud. Salesforce Spiff Rep Dashboards & Mobile App: Real-time dashboards allow sales reps to track commission trajectories seamlessly within their workflows. Time-saving Tools for Commission Administrators: Salesforce Spiff Commission Designer: Employ a low-code commission builder to visualize the potential impact of various plan amendments. Salesforce Spiff Assistant: Leverage a conversational AI assistant to gain quick insights into sales plans, rules, and calculations. This tool provides logic, error, and filter explanations as well as formula optimization in natural language, simplifying plan building and management. Salesforce’s Perspective on Spiff: “Sales leaders understand the critical role of compensation in driving sales rep behavior. The challenge lies in aligning compensation plans with desired outcomes while navigating data across fragmented point solutions,” stated Ketan Karkhanis, EVP & GM of Sales Cloud. “Spiff bridges the gap between what sellers desire—transparent compensation—and what sales leaders seek—compensation planning integrated into CRM that aligns behaviors with strategic outcomes.” “One of our biggest challenges was engaging our sales reps with their compensation plans to motivate them to achieve their goals. Spiff has provided us with a platform to showcase our commitment to our culture and employees. Spiff has truly transformed our commission program,” Lindsey Sanford, Senior Director of Sales and Marketing at RadNet Availability: Salesforce Spiff will be accessible as an add-on for Sales Cloud customers in the upcoming months. Non-Salesforce customers can also purchase the product by visiting Salesforce.com/salesforcespiff. 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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Marketing Cloud

Key Components Of Salesforce Marketing Cloud Engagement

The key components of Salesforce Marketing Cloud Engagement are powerful marketing and personalization tools continually improving. The tools in Salesforce Marketing Cloud Engagement enable you to engage your customers with meaningful content. Key Components of Salesforce Marketing Cloud Engagement Journey Builder The Journey Builder empowers businesses to craft a seamless customer experience across various channels, encompassing mail, ads, web, and mobile platforms. This tool enables businesses to deliver a personalized experience at every stage of the customer lifecycle. Additionally, the Journey Builder ensures the synchronization of messages across all marketing channels, guaranteeing that customers receive relevant information at the right time, regardless of their location. Key functions of the Journey Builder include: Email Studio Email Studio, a user-friendly drag-and-drop tool, facilitates the creation of innovative and relevant emails. By categorizing profiles based on data, businesses can efficiently reach out to clients with customized emails, resulting in successful and profitable email campaigns. Mobile Studio Mobile Studio enables businesses to establish an omnichannel marketing strategy by seamlessly integrating mobile with other marketing channels. Marketers can reach customers through personalized messaging, SMS, push notifications, and group messages at any time and from any location. Advertising Studio Advertising Studio leverages customer data across marketing channels to build personalized customer experiences. It aids in managing retargeting, acquisition, and aligning marketing campaigns, connecting channels, harnessing customer data, and generating more leads. Marketing Cloud Intelligence Salesforce Marketing Cloud Intelligence connects and unifies all marketing data and analytics, providing a comprehensive view for marketers to optimize leads, increase pipeline growth, and ensure better conversions. This tool offers detailed analytics and insights into social media, email, sales platforms, and landing pages, facilitating data-driven decision-making. Cross-Channel Salesforce Marketing Solution Intelligence This solution enhances efficiency and reduces costs by offering a unified view of overall performance. Real-time analytics, dashboards, and insights are displayed across regions, teams, and business units. Marketing Cloud Personalization Personalization is a real-time engagement solution that helps organizations understand customer affinities, reduce acquisition costs, and increase conversion rates. AI-driven content, offers, and recommendations save time and optimize spend through automated A/B testing. Marketing Cloud Personalization is a real-time engagement solution for visualizing, tracking, and managing customer experiences. Additional Products: Salesforce Marketing Cloud Engagement Are you ready to get your prospects and customers more engaged? Employing the key components of Salesforce Marketing Cloud Engagement helps. Contact Tectonic today to explore a Salesforce Engagement solution. Like2 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 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 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 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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Salesforce Marketing Cloud Account Engagement

Salesforce Marketing Cloud Engagement for Industries

Customer and stakeholder expectations for communication have reached unprecedented levels in 2024. Every message now demands personalization, targeting, and relevance to foster enduring and meaningful relationships. How can you ensure that you meet these heightened expectations and cultivate lifelong connections with your customers? With Salesforce Marketing Cloud Engagement for Industries. Enter Marketing Cloud Engagement for Industries, a solution crafted by Salesforce to assist companies and organizations of any size in crafting personalized customer and stakeholder experiences through scalable email campaigns and data-driven insights. This robust offering provides a foundational framework for leveraging Marketing Cloud, offering pre-built tools, templates, and assets customized for your specific industry. The result? The ability to engage with your customers and stakeholders swiftly and effectively. This suite of outreach marketing tools helps you communicate with and engage your supporters, customers, contacts, and prospects. With Marketing Cloud Engagement for Industries, you receive a tailored package that includes: Additional tools are at your disposal to expedite the implementation of Marketing Cloud Engagement and minimize setup time. A user-friendly Get Started page walks you through the configuration process, and industry-specific assets—such as sample email templates and journeys—empower you to extract greater value from Marketing Cloud more efficiently. And Tectonic is ready to be your implementation partner. Contact Tectonic today for more information. If you are already using Marketing Cloud you can still add the Get Started page and pre-built assets. Note that to use Marketing Cloud Engagement for Industries does require the implementation of Salesforce Lightning Experience and My Domain for a more specific domain name in your Salesforce org. Connecting Marketing Cloud with Salesforce can be a complex process. Tectonic can help. 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 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 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 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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Salesforce Sales Enablement

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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Salesforce

Salesforce Integrations for Sales Users

Salesforce integration offers compatibility with a wide array of business tools, and this insight article from Tectonic zeroes in on the most advantageous integrations tailored for your sales teams. Salesforce Integrations for Sales Users encompass various areas from contract management tools to lead enrichment and marketing automation platforms, the focus is on enhancing the efficiency of your sales operations. Understanding Salesforce Integrations A Salesforce integration is a mechanism linking the CRM with one or more business tools, facilitating seamless data transfer and automation of repetitive administrative tasks. With over 2,500 integrations, Salesforce is one of the most connected and flexible CRMs on the market. Let’s dive into the top Salesforce integrations for sales teams in 2024. Best Salesforce Integrations for Sales Teams 1. Slack – Streamlined Internal Communication Owned by Salesforce, Slack integration ensures smooth communication by facilitating easy sharing and querying of records between the two platforms. This integration promotes real-time updates, fostering improved collaboration, quicker decision-making, and enhanced productivity. Slack and Salesforce integrations are easy to set up and Tectonic can help. User Reviews: 2. Salesloft – Elevating Sales Engagement Salesloft complements Salesforce by focusing on customer engagement. This integration allows the import of contacts from Salesforce into Salesloft, enabling seamless communication with prospects. Recorded communication details are then synchronized back into Salesforce, offering visibility into deal progression and prospect engagement. User Reviews: 3. Chili Piper – Simplified Scheduling Chili Piper’s integration with Salesforce streamlines appointment scheduling by enabling one-click meeting scheduling within Salesforce. Every booked meeting is automatically logged and tracked as an event in Salesforce, contributing to improved data accuracy and efficient scheduling. All interactions with leads are added to engagement activity in their Salesforce record. User Reviews: 4. Juro – Accelerating Contract Management Juro’s all-in-one contract management platform integrates seamlessly with Salesforce, enabling sales reps to generate sales agreements effortlessly. The integration facilitates real-time syncing of data between the two platforms, allowing for swift contract drafting, negotiation, and management. Key Benefit: 5.  LinkedIn Sales Solutions – Incorporate LinkedIn profiles to Salesforce records LinkedIn Sales Solutions embeds LinkedIn profiles with the CRM providing timely insights on buyers and companies. Data Validation flags out-of-date contacts. Key Benefit: 6. Lead Capture in Sales Cloud – Collect leads from Facebook and Google directly into Sales Cloud This application enables marketers to collect lead data from two primary external platform ad forms and share them with sales teams. Key Benefit: Salesforce Integrations for Sales Users These Salesforce integrations are tailored to augment the capabilities of sales teams, ranging from internal communication to contract management, ultimately fostering efficiency and productivity. If you are looking at tools to integrate with Salesforce for your teams, contact Tectonic for Salesforce implementation assistance. 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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Salesforce Sales Enablement

Salesforce Enablement Team Roles and Responsibilities

When implementing Salesforce Enablement to better equip teams with skills, content, and context it is important to set up the right users with the right permissions. Having a complete Sales Enablement team in place produces the most effective training programs. Accelerate business outcomes with enablement programs delivered to users through the Guidance Center in Salesforce. Create programs that are unique to your company, and assign programs to users who can complete exercises and measurable milestones in their flow of work.  Sales enablement is about people and technology, and strategically aligning them both behind a common goal: sales success. Sales enablement helps organizations streamline and shorten sales cycles by improving buyer interactions with relevant sales content that is tailored and personalized. Sales Enablement Platform A sales enablement platform provides sales teams with coaching, resources, and tools to help them effectively engage with customers and close deals. Identify who at your company can perform each role. In some cases, one person is ideal for all these responsibilities. Other companies require a team. Likewise, some of these roles aren’t required to use Enablement. But it can be nice to rely on these folks if they’re available. Roles and Responsibilities ROLE RESPONSIBILITIES REQUIRED TO USE ENABLEMENT? REQUIRED PERMISSIONS? Salesforce admin This person can access Setup and customize Salesforce for your company. To get your company started with Enablement, a Salesforce admin must give access to Enablement team members according to the required permissions listed on this page. Salesforce admins can also bring their Salesforce experience to help you define outcomes and milestones using Salesforce objects and fields. If you want to introduce new ways of tracking data in Salesforce to include those processes in a program, Salesforce admins can also help enable other features or customize settings. Yes For permissions required for Salesforce admins, search Salesforce Help for the specific task. Enablement admin A person who gets full access to create, edit, delete, publish, and unpublish Enablement programs in Salesforce. Enablement admins can also assign or unassign programs to Enablement users, view all Enablement analytics, customize the Enablement reports and dashboard, and create reports and dashboards using Enablement report types. Yes The Manage Enablement Essentials default permission set, which is included in the Enablement Admin permission set group. See Enablement Permission Set Groups, Permission Sets, and Permissions and Assign Permissions to Your Enablement Team. Content creator or manager This person adds your company’s training content to Salesforce. At some companies, this person is also the Enablement admin. Yes The Content Manager contributor role in the Enablement workspace of the Digital Experiences app. See Assign a Contributor Role in the Enablement Workspace. Enablement resources manager The person who manages resources related to Enablement other than training content that Enablement users directly consume as part of programs, such as these items. Surveys sent to peers and managers for gathering feedback on user performancePrompts and walkthroughs that guide users through Salesforce features and walkthroughs outside of programs No Manage Assessment Surveys and Manage In-App Guidance default permission sets, which are included in the Enablement Resources Manager permission set group. See Enablement Permission Set Groups, Permission Sets, and Permissions and Assign Permissions to Your Enablement Team. Business operations expert This person can help identify the business outcomes that your company wants to focus on and work with you to establish how certain job roles can contribute to your bottom line. No Your call. You can assign Enablement permissions to this person as needed. Enablement user The person at your company who takes the programs that you build and assign to them. Yes Use Enablement Programs default permission set, which is included in the Enablement User permission set group. Enablement admins, or users with the Manage Enablement Essentials default permission set, can also take programs that are assigned to them. See Enablement Permission Set Groups, Permission Sets, and Permissions and Assign Permissions to Your Enablement 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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Salesforce Sales Cloud

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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Salesforce Telephony

Salesforce Telephony

Salesforce Telephony Integration. Get on the phones faster with out-of-the-box telephony integration with Amazon Connect or a range of partners on the Salesforce AppExchange. Embed the phone into your digital channels in Service Cloud to provide a holistic view of your customer conversations. Can we call through Salesforce? A phone lets your team take and make calls alongside their other work in Salesforce. You can create a phone with Salesforce using Sales Dialer or Dialer for Essentials, or you can integrate a third-party phone product. CTI, or computer telephony, is a key element of an omnichannel customer service strategy. Salesforce CTI is one of the most popular methods used to connect organizations’ telephone and computer systems. What is telephony in Salesforce? Telephony integration enhances communication and streamlines workflows by allowing users to handle calls, track call data, and access customer information all in one place. Telephony in Salesforce is done through a VOIP (voice over internet protocol) service. “With Talkdesk, I can focus on what is important to customers, instead of fighting with our phone system. Not having to worry about your technology is half the battle.” Megan Miles Customer Service Manager at Zumiez Using the Telephony Integration API The Telephony Integration API allows you to programmatically manage a voice call. The provided Amazon Connect Lambda functions automatically use these endpoints to perform telephony functions, but you can also use these APIs separate from the provided Lambda functions. Like2 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 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 Best CPQ for Salesforce Many businesses, once they select the best Salesforce CPQ tool for their business, turn to an implementation partner like Tectonic Read more

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Salesforce

Fully Leveraging Salesforce

Salesforce, a dominant force in customer relationship management (CRM) systems, revealed a study that suggests that 83% of sales professionals believe their organization is fully leveraging their CRM system. Sounds pretty good, right?  Despite the prevalent automation and intelligence features within modern CRM systems, sales representatives still invest over 70% of their time in manual and repetitive tasks which aren’t focused on closing the deal. Not so good. This prompts the question: Why do sales reps dedicate so much time to non-selling activities? The answer may reside in the potential for enhanced CRM utilization. Only 37% of inside sales professionals strongly affirm that their organization maximizes their CRM’s capabilities, with inside sales reps identifying a clear opportunity for improvement. Addressing this issue involves prioritizing features deemed most valuable by sellers. Unsurprisingly, automation and intelligence functionalities are at the forefront. Salesforce, for instance, provides automation capabilities through Salesforce Einstein, utilizing artificial intelligence to automate tasks and deliver insightful analyses. Salesforce offers an array of tools and features to empower sales reps in their selling efforts, including Salesforce Lightning. Streamlining the sales process and enhancing productivity. Salesforce provides an extensive repository of resources and tutorials to assist sales reps in unlocking the platform’s full potential. Although CRM systems like Salesforce wield considerable power for sales organizations, their effectiveness hinges on being fully harnessed. By emphasizing automation and intelligence features, sales reps can allocate more time to selling and less to manual tasks. Fully leveraging Salesforce extends a wealth of tools and resources to help organizations optimize their CRM systems and enhance sales productivity. Tectonic is ready to elevate your team’s performance through Salesforce tuning and a comprehensive health check. Connect with us today for transformative 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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