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Licensing and Permitting with Salesforce Public Sector Solutions
11Aug

Licensing and Permitting with Salesforce Public Sector Solutions

Licensing, Permitting, and Inspections Inspections are a crucial part of the licensing and permitting process, whether they involve a new home, a business seeking to open, or a follow-up based on a public complaint. Licensing and Permitting with Salesforce Public Sector Solutions aids in the critical steps in the process. Inspections can also be used independently for other assessments related to regulatory requirements, safety, and auditing. Assignments Inspections can be assigned with just a few clicks. The application reviewer or inspection dispatcher can quickly designate an inspector and schedule the visit. Mobile Inspections Public Sector Mobile Inspection automatically notifies inspectors of their daily visit plans on their mobile devices. Inspectors can use filters to view other days or prioritize tasks based on urgency and status. Inspector Checklists Configurable inspection checklists help ensure that inspectors don’t miss any steps during their onsite visits, enhancing community safety and reducing the need for follow-up inspections. Assessment Indicators Inspectors document compliance or violations against regulatory codes using configurable fields. They can also upload files, videos, or pictures from their mobile devices to support their assessments. Regulatory Codes Inspectors can easily reference relevant regulatory codes to verify their assessments, ensuring accuracy and compliance. Digital Signatures Digital signatures are captured on-site, eliminating the need for additional paperwork and streamlining the inspection process. No more emails, stamps, or standing in line. Enforcement Compliance officers can follow up on violations and create enforcement actions to ensure that stakeholders address any oustanding issues. Unified View Government agencies can access a unified 360 degree view of all relevant information in one place, enabling them to track resolution progress and assess final compliance. Experience Portal Throughout the process, stakeholders can stay informed about the status of their inspection and communicate with agency employees to ask questions or provide updates. Salesforce Experience Cloud provides an easy to apply solution to a constituent portal. Licensing and Permitting with Salesforce Public Sector Solutions With Salesforce Licensing and Permitting you can download and install process libraries that contain components for automating licensing and permitting workflows saving more time.  Public Sector Solutions provides OmniScript flows and components that automate these licensing and permitting workflows. Some components are available directly in Public Sector Solutions; others are not built-in and require that you download them from GitHub. 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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August 11, 2024in Public Sector Solutions, Salesforce Public Sector Solutions
AI All Grown Up
10Aug

Generative AI Tools

One of the most significant use cases for generative AI in business is customer service and support. Most of us have likely experienced the frustration of dealing with traditional automated systems. However, today’s advanced AI, powered by large language models and natural language chatbots, is rapidly improving these interactions. While many still prefer human agents for complex or sensitive issues, AI is proving highly capable of handling routine inquiries efficiently. Here’s an overview of some of the top AI-powered tools for automating customer service. Although the human element will always be essential in customer experience, these tools free up human agents from repetitive tasks, allowing them to focus on more complex challenges requiring empathy and creativity. Cognigy Cognigy is an AI platform designed to automate customer service voice and chat channels. It goes beyond simply reading FAQ responses by delivering personalized, context-sensitive answers in multiple languages. Cognigy’s AI Copilot feature enhances human contact center workers by offering real-time AI assistance during interactions, making both fully automated and human-augmented support possible. IBM WatsonX Assistant IBM’s WatsonX Assistant helps businesses create AI-powered personal assistants to streamline tasks, including customer support. With its drag-and-drop configuration, companies can set up seamless self-service experiences. The platform uses retrieval-augmented generation (RAG) to ensure that responses are accurate and up-to-date, continuously improving as it learns from customer interactions. Salesforce Einstein Service Cloud Einstein Service Cloud, part of the Salesforce platform, automates routine and complex customer service tasks. Its AI-powered Agentforce bots manage “low-touch” interactions, while “high-touch” cases are overseen by human agents supported by AI. Fully customizable, Einstein ensures that responses align with your brand’s tone and voice, all while leveraging enterprise data securely. Zendesk AI Zendesk, a leader in customer support, integrates generative AI to boost its service offerings. By using machine learning and natural language processing, Zendesk understands customer sentiment and intent, generates personalized responses, and automatically routes inquiries to the most suitable agent—be it human or machine. It also provides human agents with real-time guidance on resolving issues efficiently. Ada Ada is a conversational AI platform built for large-scale customer service automation. Its no-code interface allows businesses to create custom bots, reducing the cost of handling inquiries by up to 78% per ticket. By integrating domain-specific data, Ada helps improve both support efficiency and customer experience across omnichannel support environments. More AI Tools for Customer Service There are numerous other AI tools designed to enhance automated customer support: While AI tools are transforming customer service, the key lies in using them to complement human agents, allowing for a balance of efficiency and personalized care. 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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August 10, 2024in AI Tools, Data, Enterprise, Generative AI, Salesforce, Salesforce Einstein
What is a CRM
09Aug

What is a CRM?

Ask ten small and midsize business (SMB) owners to define a customer relationship management (CRM) system, and you’ll likely receive ten different answers. For some, a CRM supports their sales process; for others, it measures sales or stores customer histories. However, the true value of a CRM lies beyond these basic functions, according to Adam Alfano, EVP of Small Business Sales at Salesforce. “Unlocking the real enterprise value comes when the CRM becomes a front office platform that leverages one of your business’s most valuable assets—your data,” Alfano explains. An effective CRM with comprehensive capabilities helps your front office team, those interacting directly with customers, serve clients more efficiently. It also aids sales teams in automating and refining their processes. By understanding the full potential of today’s CRM solutions, you can harness data to: These elements can lead to transformative results for your business. Here’s how: Building a Solid Data Foundation Most business leaders acknowledge the importance of data, but making meaningful use of it can be challenging. According to a global AWS survey, over half (53 percent) of SMBs are unsure what insights their data could reveal. A common problem is data siloing, where information is scattered across different platforms, making it difficult to gain a comprehensive view and derive actionable insights. The most valuable CRMs integrate back-office and front-office processes, providing a unified platform. Salesforce CRM, powered by Salesforce’s Data Cloud, connects all your CRM data and integrates other data sources, eliminating silos that hinder productivity and growth. “When all your data is centralized, your employees can deliver better customer experiences with a unified view of customers and business,” Alfano says. Quick Wins with AI A 2024 survey by Inc. and Salesforce reveals that 91 percent of CEOs are optimistic about AI’s potential. However, impactful AI applications don’t need to be complex or grand. Alfano suggests starting with simple AI applications to boost efficiency. “Successful companies often create a checklist of tasks they can automate,” Alfano notes. Identify friction points and repetitive tasks that can be automated. A robust CRM will include integrated AI to handle functions such as: By automating routine tasks, salespeople can focus on more strategic activities, like engaging with customers and having value-driven conversations. Salesforce’s Sales Cloud, for instance, features AI technology that includes predictive AI for accurate forecasting and recommendations on the “next best action” to close deals and build relationships. Partnering for Success The most successful CRM implementations involve stakeholders from across the organization, along with gathering feedback from employees and customers to refine processes and explore new use cases. Choosing a technology provider that acts as a true partner is also crucial. They should offer guidance on leveraging the platform to achieve your goals. With the right CRM, SMBs can operate more efficiently, boost sales, enhance customer and employee experiences, and compete effectively with larger enterprises. “You can accomplish more with fewer resources and scale your processes without needing a larger workforce,” Alfano explains. “SMBs are already demonstrating impressive competitive and operational capabilities, largely due to these advanced tools.” 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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August 9, 2024in Salesforce
Salesforce Enhances Nonprofit Cloud
09Aug

Salesforce Enhances Nonprofit Cloud

Salesforce Enhances Nonprofit Cloud with AI and Data Tools Salesforce has introduced new artificial intelligence (AI) and data capabilities to its Nonprofit Cloud, aimed at helping organizations boost efficiency, personalize donor engagement, and increase funding. Learn how Salesforce Enhances Nonprofit Cloud. Among the new features are AI tools that generate personalized gift proposals and concise summaries of program success, grant details, donor histories, and more. Additionally, Salesforce announced the launch of Data Cloud for Nonprofits, which unifies and harmonizes data to provide a comprehensive view of donors, volunteers, and program participants. Key new features include: “Every nonprofit strives to deliver the best experience for donors, volunteers, board members, staff, and, most importantly, the people and causes they serve. However, they often face the challenge of doing more with limited resources,” said Lori Freeman, Vice President and Global General Manager of Nonprofit at Salesforce. “With industry-specific AI and data tools, Salesforce empowers nonprofits to enhance productivity by augmenting staff with AI, use data more effectively to build deeper relationships with stakeholders, and ultimately raise the funds needed to fulfill their mission.” 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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August 9, 2024in Generative AI, Salesforce for Nonprofits, Salesforce Implementation Services, Salesforce Optimization
Einstein Chatbot
09Aug

Einstein Chatbot

Businesses have increasingly adopted “chatbots” to provide quick answers to customer queries outside regular business hours or to route customers to the appropriate department after answering preliminary questions. While these chatbots can be useful, they often fall short in delivering the same level of value as human interaction, sometimes leading to frustration. Today, chatbots are advancing significantly, with Salesforce’s Einstein Service Agent leading this evolution. This technology offers notable benefits but also presents challenges that businesses must address for effective implementation. Advantages of Einstein Service Agent Seamless Integration with Salesforce: Unlike standalone AI tools, Einstein Service Agent leverages comprehensive customer profiles, purchase histories, and previous interactions to offer personalized responses. Its integration within established Salesforce workflows allows for rapid deployment, reducing both time and cost associated with implementation. Experience has shown that selecting technologies with built-in CRM or ERP integration is a significant advantage over those requiring separate integration efforts. Built on Salesforce’s Trust Layer: Einstein Service Agent ensures secure handling of customer data, adhering to relevant regulations. This enhances trust among businesses and their customers, facilitating smoother adoption. GenAI Capabilities: The AI can manage complex, multi-step tasks like processing returns or refunds, and deliver tailored responses based on specific customer needs, enhancing the overall customer experience. Scalability Across Salesforce Clouds: Einstein Service Agent is adaptable to various business needs and can evolve as those needs change. Whether a company expands, introduces new services, or shifts its customer service strategy, the agent can be scaled and customized to maintain long-term value and utility. Challenges in Implementing AI Agents Data Quality and Integration: The effectiveness of AI tools relies heavily on the quality of the data they access. Incomplete, outdated, or poorly maintained data can lead to inaccurate or ineffective responses. To address this, businesses should prioritize data quality through regular audits and ensure comprehensive and up-to-date customer information. Change Management and Employee Training: The introduction of AI can lead to resistance from employees concerned about job displacement or unfamiliarity with new technology. Businesses should invest in change management strategies, including clear communication about AI as a complement to, not a replacement for, human agents. Training programs should focus on helping employees work alongside AI tools, enhancing skills where human judgment and empathy are crucial. Balancing Customer Service: Over-reliance on AI may diminish the personal touch essential in customer service. AI should handle straightforward and repetitive inquiries, while more complex or sensitive issues should be escalated to human agents who can provide personalized responses. Considerations for a Successful Deployment Customization and Flexibility: Tailoring the AI to fit unique processes and customer service requirements may require additional configuration or custom development to align with the company’s goals and service expectations. Ethical and Bias Concerns: AI systems can unintentionally perpetuate biases present in their training data, leading to unfair interactions. Businesses must actively identify and mitigate biases, ensuring that their AI operates fairly and equitably. This includes regularly reviewing training data for biases, implementing safeguards, and maintaining a commitment to ethical AI practices. Customer Acceptance and User Experience: Some customers may be hesitant to interact with AI or have negative perceptions of automated service. To improve acceptance, businesses should design user-friendly AI interactions, ensure transparency, and provide clear options for escalating issues to human agents. Einstein Chatbot Implementing AI agents like Salesforce’s Einstein Service Agent can significantly enhance customer service efficiency, personalization, and scalability. However, businesses must carefully navigate challenges related to data quality, change management, and maintaining trust. A thoughtful approach to AI deployment can transform customer service operations and drive business growth. 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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August 9, 2024in Salesforce Einstein, Salesforce Marketing Automation
Salesforce Bulk API Mappings
09Aug

Salesforce Bulk API Mappings

Using Salesforce Bulk API and Bulk API 2.0 in Mappings and Mapping Tasks The Salesforce Bulk API and Bulk API 2.0 allow you to efficiently process and retrieve large datasets from Salesforce sources with minimal API calls. These APIs are particularly useful for handling extensive data loads in mappings and mapping tasks. Salesforce Bulk API The Salesforce Bulk API processes large volumes of data by dividing it into manageable batches. Key limitations to consider: Salesforce Bulk API 2.0 Bulk API 2.0 offers enhanced scalability and automation for even larger datasets: Recommendations for Bulk API 2.0 To take full advantage of Bulk API 2.0: By leveraging these APIs, you can seamlessly manage and process large-scale Salesforce data, optimizing performance and minimizing API call overhead. 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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August 9, 2024in Data
Gearset Flow Navigator
09Aug

Gearset Flow Navigator

Salesforce Flow enables teams to create complex business automations with clicks, not code. This approach allows admins to manage more of the business logic, reducing the dependency on developers and increasing project velocity, thus delivering value to the business more quickly. However, deploying Salesforce Flows often poses significant challenges. In this article, we’ll explore why deploying Flows can be tricky and how Gearset Flow Navigator simplifies the process with visual comparison tools for easy, declarative deployments. Join us to learn about tackling Flow deployments. Challenges in Deploying Salesforce Flows Deploying Salesforce Flows can be complex, particularly when using change sets, due to several issues: While tools using the Metadata API offer an alternative, they typically represent Flows as XML, which has its drawbacks: A New Solution for Salesforce Flow Deployments Despite Flow Builder’s user-friendly design for no-code admins, deployment can still be a challenging and frustrating experience. This affects the entire team and the broader business. Gearset’s new Flow Navigator addresses these pain points with industry-first functionality designed to simplify Flow deployments. Key Features of Flow Navigator Visualize Differences in Flows Between Environments:Gearset’s Flow Navigator offers a visual interface to compare source and target environments, such as Salesforce orgs or Git branches. The tool highlights new or changed elements in the Flow, making it easy to identify changes. A sidebar provides a detailed breakdown of changes, allowing users to quickly spot any unintended modifications. Detailed Breakdown of Changes:Users can drill down into specific Flow elements to review changes in a simple, tabular format. This ensures that only the intended changes are deployed. Switch Versions with a Click:The tool allows users to compare different versions of a Flow, which is particularly useful if the latest version includes in-progress work that shouldn’t be deployed. Automatic Flow Activation:Gearset can automatically activate Flows post-deployment, eliminating the need for manual activation steps and reducing the chance of errors. Flow Deployments that Resemble Flow Builder:Flow Navigator provides a more familiar and accessible deployment experience for no-code developers, avoiding the complexity of XML. Gearset offers a 30-day trial, allowing users to explore the platform and its Flow Navigator feature at no cost. By addressing these common challenges, Gearset’s Flow Navigator ensures smoother and more reliable Flow deployments, enhancing the overall efficiency and productivity of teams working with Salesforce. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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August 9, 2024in Salesforce
Demandbase One for Sales iFrame
09Aug

Demandbase One for Sales iFrame

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

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August 9, 2024in Data
Benefits of Loan Software for Government Agencies on Salesforce
08Aug

Benefits of Loan Software for Government Agencies on Salesforce

The Benefits of Loan Software for Government Agencies on Salesforce Government agencies managing loans face unique challenges in financial administration, and integrating loan software with Salesforce can greatly enhance their efficiency, accuracy, and transparency. This streamlined solution addresses key areas such as document management, borrower engagement, and robust reporting, making processes more efficient and improving service delivery. Centralized Document Management Loan software offers a central hub for managing extensive paperwork, helping government agencies manage loan applications, agreements, and compliance documents. Key benefits include: This centralized approach saves time and helps agencies maintain audit-ready records. Improved Borrower Management Loan software on Salesforce offers a seamless borrower management experience through custom borrower portals. Features include: By improving borrower relationships, agencies can foster trust and boost repayment rates. Powerful Reporting and Dashboards Salesforce’s loan software provides comprehensive reporting tools to support data-driven decision-making: These tools provide insights that help agencies manage loans efficiently while aligning with fiscal goals. Efficient Payment Processing Loan software simplifies payment workflows, providing: This automation improves payment accuracy and speeds up processing times for both agencies and borrowers. Conclusion Integrating loan software with Salesforce offers government agencies significant benefits, from enhanced document management to improved borrower engagement, advanced reporting, and efficient payment processing. These solutions help agencies better serve citizens while maintaining compliance and fiscal responsibility. 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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August 8, 2024in Salesforce Implementation Services, Salesforce Optimization, Salesforce Public Sector Solutions
Unified Omnichannel Retail Platform
08Aug

Unified Omnichannel Retail Platform

Salesforce has signed a definitive agreement to acquire PredictSpring, a leading unified omnichannel retail platform in the retail POS market. This acquisition aims to enhance Salesforce’s Customer 360 capabilities by integrating PredictSpring’s technology into physical retail environments. Jeff Amann, EVP of Salesforce Industries, emphasized the potential synergies: “Consumers demand a retail experience that seamlessly blends physical and digital shopping. The combined talent, resources, and innovation of Salesforce and PredictSpring will empower brands and retailers to drive frictionless and personalized engagement across all touchpoints.” PredictSpring’s modern POS software offers a fast checkout service centered around customer experience. It advocates for intelligent and user-friendly technology to revolutionize in-store operational efficiency. On its website, PredictSpring details how its unified retail platform enables consistent shopping experiences by incorporating features such as diverse payment options, inventory access, customer data management, and personalized recommendations. This alignment supports Salesforce’s 360-degree customer view, multi-tender payment management, and streamlined customer experiences. PredictSpring also provides Cloud POS solutions, enabling mobile transactions within stores, and includes features like Store Operations, Clienteling, Endless Aisle, and Store Fulfilment to enhance worker efficiency and shopper experience. Its Content Management System (CMS) allows retailers to create customizable experiences matching company branding, promotions, and loyalty programs. Already a Salesforce partner, PredictSpring has integrated Commerce Cloud and Service Cloud. Its customers include Movado, LoveSac, Steve Madden, Suitsupply, Bouclair, and Deceim. Nitin Mangtani, Founder & CEO of PredictSpring, expressed enthusiasm for the partnership: “We are excited about the future of PredictSpring and what this means for the retail industry at large. We’re energized by the opportunity to make an even greater impact on the future of shopping as part of Salesforce.” Why PredictSpring mPOS? Retailers have become acutely aware of the detrimental impact that outdated legacy point of sale systems are having on their brand’s reputation and overall customer satisfaction. The consequence is evident in prolonged queues and an unsatisfactory shopping experience. However, the remedy to this challenge presents itself in the form of a modern solution: the mobile point of sale (mPOS). Forward-looking brands are embracing the concept of prioritizing mobile-first POS systems as the natural progression, and the integration process is surprisingly straightforward – a seamless extension to existing point of sale infrastructure. Facilitate cash payments with a mobile point of sale, streamlining the payment experience. With the Modern POS, store devices are wirelessly connected to a cash drawer so payment can be taken from anywhere in-store, leading to a higher engagement and conversion rate with customers. According to research released by Capterra, “48% of retail workers prefer using mPOS”. PredictSpring True Omnichannel Replace the need for separate technology stacks with a completely unified retail platform. PredictSpring ensures in-store experiences benefit from the same functionality as online ones. This includes the same payment options, company-wide inventory access, customer data management and personalized product recommendations. With these capabilities, stores are empowered by a truly Modern POS that provides seamless cross-channel personalization, inventory management, order management and order fulfilment. Encompassing the power of a full Modern POS, the system offers brands 50+ 00TB modules of integrated technology, including mPOS, clienteling, order fulfilment, order management and inventory management features. The Modern POS platform provides store associates with a 360 view of customers and access to a global inventory, resulting in a fully integrated brand experience at every touchpoint. This way, when a customer visits in-store they can interact with the physical products and receive a high-touch service while also still benefiting from the same access to inventory, reviews and recommendations as an online customer. APIs and Integrations PredictSpring is built for integrations. With the REST API, developers can access and seamlessly integrate PredictSpring functionalities into existing operations as well as other third-party applications. The platform’s API layer allows data to be shared securely across channels while minimizing risk. With this added flexibility comes the ability to create individually personalized and completely seamless experiences both online and in-store. Leverage easy integrations to offer more payment options for global customer bases. PredictSpring supports integrations with third-party payment providers such as Adyen, Elavon and Stripe to simplify the collection of global payments. PredictSpring fully supports omni channel order management. Ensure orders arrive on time while incurring the lowest costs with item-level smart order routing and rules-based configurations. Leverage inventory, location and fulfilment data to ensure order routing is optimized for orders on all channels – whether in-store or eCommerce. Leverage enterprise-wide inventory data and integrate with third-party logistics platforms to maintain a full, real-time picture of inventory. As well as cycle counts and easy inventory adjustments, the platform supports integration with RFID to ensure accurate inventory data. As well as offering BOPIS and curbside pickup solutions, the PredictSpring platform natively supports find in store and ship to store capabilities to maximize fulfilment options. Pick and pack allows fulfilment from any location with orders also able to be routed from store to store. PredictSpring allows the device’s own camera to be used as a barcode scanner, with no additional hardware required, to ensure easy order tracking functions for associates. Salesforce Commerce Cloud With a secure integration with Salesforce Commerce Cloud, PredictSpring offers even more flexibility. Users can choose to utilize features as a combined offering or independently to suit requirements. With this partnership, PredictSpring customers can benefit from the deployment of key Salesforce features including, customer data insights, order management, cart synchronization, product information management and more. AI-Based Voice Assistant Natural Language Based Voice Assistant for Modern POS Retail in the digital era is a story of constantly rising customer expectations. These days, customers demand seamless omnichannel experiences, so they can shop whenever and wherever they want. They expect personalized in-person shopping experiences, instant gratification, and fast, reliable delivery options. The only way to continue to meet these expectations at scale without breaking the bank is to harness the capabilities of AI—which is where the PredictSpring Modern POS comes in. As Modern POS systems have evolved into a complete operating system for stores with functionality ranging from checkout, returns, store fulfillment, clienteling,

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August 8, 2024in Salesforce Commerce Cloud
Autonomous AI Service Agents
07Aug

Autonomous AI Service Agents

Salesforce Set to Launch Autonomous AI Service Agents. Considering Tectonic only first wrote about Agentic AI in late June, its like Christmas in July! Salesforce is gearing up to introduce a new generation of customer service chatbots that leverage advanced AI tools to autonomously navigate through various actions and workflows. These bots, termed “autonomous AI agents,” are currently in pilot testing and are expected to be released later this year. Autonomous AI Service Agents Named Einstein Service Agent, these autonomous AI bots aim to utilize generative AI to understand customer intent, trigger workflows, and initiate actions within a user’s Salesforce environment, according to Ryan Nichols, Service Cloud’s chief product officer. By integrating natural language processing, predictive analytics, and generative AI, Einstein Service Agents will identify scenarios and resolve customer inquiries more efficiently. Traditional bots require programming with rules-based logic to handle specific customer service tasks, such as processing returns, issuing refunds, changing passwords, and renewing subscriptions. In contrast, the new autonomous bots, enhanced by generative AI, can better comprehend customer issues (e.g., interpreting “send back” as “return”) and summarize the steps to resolve them. Einstein Service Agent will operate across platforms like WhatsApp, Apple Messages for Business, Facebook Messenger, and SMS text, and will also process text, images, video, and audio that customers provide. Despite the promise of these new bots, their effectiveness is crucial, emphasized Liz Miller, an analyst at Constellation Research. If these bots fail to perform as expected, they risk wasting even more customer time than current technologies and damaging customer relationships. Miller also noted that successful implementation of autonomous AI agents requires human oversight for instances when the bots encounter confusion or errors. Customers, whether in B2C or B2B contexts, are often frustrated with the limitations of rules-based bots and prefer direct human interaction. It is annoying enough to be on the telephone repeating “live person” over and over again. It would be trafic to have to do it online, too. “It’s essential that these bots can handle complex questions,” Miller stated. “Advancements like this are critical, as they can prevent the bot from malfunctioning when faced with unprogrammed scenarios. However, with significant technological advancements like GenAI, it’s important to remember that human language and thought processes are intricate and challenging to map.” Nichols highlighted that the forthcoming Einstein Service Agent will be simpler to set up, as it reduces the need to manually program thousands of potential customer requests into a conversational decision tree. This new technology, which can understand multiple word permutations behind a service request, could potentially lower the need for extensive developer and data scientist involvement for Salesforce users. The pricing details for the autonomous Einstein Service Agent will be announced at its release. 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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August 7, 2024in Generative AI
Salesforce Enhances Nonprofit Cloud with Generative AI
07Aug

Salesforce Enhances Nonprofit Cloud with Generative AI

Salesforce Enhances Nonprofit Cloud with Generative AI Capabilities On August 6, 2024, Salesforce Inc. announced that its Nonprofit Cloud platform is the latest in its suite to receive a boost from generative artificial intelligence (AI). This marks a significant milestone as it is the first integration of the Einstein 1 Platform within Salesforce’s Industry Cloud portfolio. The update introduces AI-powered tools designed to help nonprofits enhance operational efficiency, tailor donor engagement, and discover new funding opportunities. Notable features include AI-generated personalized gift proposals and concise summaries of program successes, grant details, donor histories, and more. This move signals Salesforce’s broader strategy to embed AI solutions across its industry-specific offerings, potentially transforming how various sectors leverage AI tools. The new features, such as AI-powered fundraising tools and program summaries, aim to help nonprofits navigate an increasingly challenging landscape by improving efficiency, personalizing donor engagement, and boosting fundraising efforts. Additionally, Salesforce launched Data Cloud for Nonprofits, a new product designed to unify and harmonize data, providing a comprehensive view of donors, volunteers, and program participants. Salesforce’s Nonprofit Cloud, introduced last year, is a specialized version of its renowned customer relationship management (CRM) platform. It offers all the essential CRM features alongside tools tailored for nonprofit organizations. These include donor management capabilities, fundraising tools, and tracking systems for program participation and outcomes. AI-Driven Outreach and Summaries The latest update integrates Salesforce’s Einstein 1 generative AI platform into Nonprofit Cloud, offering AI-powered tools to enhance operational efficiency. For instance, the new fundraising gift proposals feature uses generative AI to create personalized proposals based on an organization’s data, such as previous donor interactions and supported causes. This automation aims to reduce the time needed for nonprofits to solicit financial support. Salesforce Enhances Nonprofit Cloud with Generative AI Aligning With Four Pillars This development aligns with Salesforce’s “four-pillar” approach to enterprise AI success: By integrating the Einstein 1 Platform into Nonprofit Cloud, Salesforce is showcasing its broader AI strategy across its portfolio. Similar integrations could soon follow for other Industry Cloud offerings, potentially accelerating AI adoption in various sectors. Salesforce also introduced the Einstein Summaries feature, which is expected to add significant value by helping nonprofits better understand program success, enhance donor engagement, and simplify the grant review process through AI-generated summaries. Data Cloud for Nonprofits The new Data Cloud for Nonprofits merges structured and unstructured data from various sources into a unified model. This integration enables nonprofits to create comprehensive views of donors, volunteers, and program participants, ultimately helping them assess program performance and fundraising effectiveness. Salesforce unveiled three key innovations for Nonprofit Cloud, each addressing specific challenges in the nonprofit sector: Data Cloud for Nonprofits is available immediately, while the AI-powered fundraising gift proposals and summaries will be generally available this fall. Salesforce also introduced Nonprofit Cloud Einstein 1 Edition, which bundles Nonprofit Cloud, Data Cloud, Einstein, Experience Cloud, and Slack. Nonprofits Embracing AI According to Salesforce, nonprofits are eager for these AI capabilities. The sixth edition of its annual Nonprofit Trends Report highlights the growing need for diversified fundraising strategies and cost reduction. Lori Freeman, Global GM for Salesforce for Nonprofits, emphasized the transformative potential of these innovations: “We’re at a watershed moment for nonprofits. AI is not just another tech trend; it’s a game-changer that could help organizations overcome critical challenges like increased demand for services, rising costs, and donor attrition. By embedding AI directly into Nonprofit Cloud, we’re enabling organizations to streamline their workflows, gain deeper insights, and ultimately increase their impact – all while maintaining the highest standards of data security and trust.” Salesforce’s new Data Cloud for Nonprofits is available now, with AI-powered fundraising gift proposals and summaries features rolling out this fall. Early adopters have already reported positive experiences with the new capabilities. Julie Fleshman, CEO of the Pancreatic Cancer Action Network, praised Nonprofit Cloud for streamlining clinical trial finder and physician database initiatives, stating that Salesforce is helping advance their mission by connecting patients with specialized healthcare providers and relevant clinical trials. 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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August 7, 2024in Einstein 1 Platform, Generative AI, Salesforce for Nonprofits
Data Cloud and Genpact
07Aug

Data Cloud and Genpact

Genpact (NYSE: G), a global professional services and solutions firm delivering outcomes that shape the future, announced today its integration with Salesforce Data Cloud to offer AI-driven industry-specific cloud solutions to transform operations and drive competitive advantages for enterprises. Genpact’s integration with Data Cloud will solve issues associated with disconnected and unstructured data, including poor quality, accessibility, and scalability. By combining Genpact’s deep industry knowledge in consumer goods, life sciences, manufacturing, banking, and insurance, with Data Cloud, businesses can improve decision-making, optimize operations, and drive growth. “To navigate an increasingly complex business environment, business leaders must unlock the full potential of their data assets – but they can only do so if they have a more holistic view,” said Riju Vashisht, Chief Growth Officer, Genpact. “Our partnership with Salesforce combines our data, technology, and AI expertise and a global talent pool with the Salesforce Data Cloud, helping businesses break down data silos, gain real-time insights, and deliver personalized experiences at scale.” Data Cloud offers a 360-degree view of the customer every team can act on by seamlessly connecting, unifying, and activating data that lives in silos across an organization. This allows Genpact to better enable automation, analytics, and personalized engagement. Genpact has also launched a comprehensive training program for its employees on Salesforce’s Einstein AI and Data Cloud platforms to enhance skills and boost innovation to stay ahead in the AI landscape.  “Data Cloud is the platform powering organizations’ data and AI driven engagement. Data Cloud seamlessly harmonizes and unifies structured and unstructured data to deliver integrated experiences,” said Rahul Auradkar, EVP and GM, Unified Data Services and Einstein, Salesforce. “The AI revolution is about data, Data Cloud in concert with Salesforce Einstein 1 platform drives predictive and generative AI, automation, and analytics for customer engagement.” Genpact’s collaboration with Salesforce underscores the company’s commitment to delivering high-quality solutions and achieving client satisfaction within the Salesforce ecosystem. Visit here for more information about Genpact and Salesforce. About Genpact Genpact (NYSE: G) is a global professional services and solutions firm delivering outcomes that shape the future. Our 125,000+ people across 30+ countries are driven by our innate curiosity, entrepreneurial agility, and desire to create lasting value for clients. Powered by our purpose – the relentless pursuit of a world that works better for people – we serve and transform leading enterprises, including the Fortune Global 500, with our deep business and industry knowledge, digital operations services, and expertise in data, technology, and AI. 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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August 7, 2024in Einstein 1 Platform, Generative AI, Salesforce Data Cloud, Salesforce Einstein

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