Salesforce - gettectonic.com - Page 63
Personalization in Marketing Cloud
11Feb

Personalization in Marketing Cloud

Salesforce Marketing Cloud offers various methods to personalize and dynamically adjust your email content. With Personalization in Marketing Cloud, however, distinguishing between AMPscript, Personalization Strings, and Dynamic Content can be challenging for those unfamiliar with the platform. Let’s break down these three tools and explore when each one is best suited for use. AMPscript AMPscript is like the “Iron Chef America” of email personalization. This programming language enables you to incorporate dynamic content into your emails, creating intricate logic and personalization, including conditional statements and loops. AMPscript empowers you to craft highly personalized and targeted emails, making recipients feel uniquely valued. However, AMPscript demands some technical proficiency and may be more intricate to utilize compared to other tools. If coding isn’t your forte, it’s advisable to defer to experienced professionals at Tectonic. Building relationships with developers can be invaluable—trust mes, it’s worth it! Personalization Strings On the flip side, Personalization Strings are like the “Easy-Bake Oven” of email personalization. They’re user-friendly and don’t necessitate technical expertise. Personalization Strings act as placeholders inserted into your email content, later substituted with data from a subscriber’s record. For instance, you can employ Personalization Strings to inject a subscriber’s name or location into your email. They offer a straightforward means to introduce basic personalization into your emails without needing technical know-how. However, don’t expect them to handle complex personalization tasks. Dynamic Content Dynamic Content operates akin to the “Pick-A-Meal Machine” at a fast-food joint. It enables you to craft various versions of the same email and exhibit distinct versions to different subscribers based on specific criteria. For instance, you can tailor one email version for male subscribers and another for female subscribers. Dynamic Content proves invaluable for creating highly targeted and personalized emails without necessitating complex logic or technical expertise. But, it’s more limited compared to AMPscript in terms of customization depth. Summary In conclusion, Salesforce Marketing Cloud furnishes multiple avenues for personalizing and dynamically altering your email content. With the right knowledge, you can select the appropriate tool for the task, crafting effective campaigns to engage your audience. Remember, AMPscript is for the adept or those fluent in developer-speak, Personalization Strings cater to the fundamentals, and Dynamic Content caters to the discerning tastes of the email world! 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

Read More
February 11, 2023in Salesforce Marketing Cloud
Cloud Based Business Solutions
09Feb

Data Strategies in AI

The demand for reliable data has been a longstanding requirement. Driven by the continuous pursuit of real-time personalization and improved business efficiencies. The advent of Generative AI has further intensified these needs, prompting analytics and IT leaders to strengthen their data foundations. Data Strategies in AI A significant 86% of analytics and IT leaders acknowledge that the effectiveness of AI’s outputs hinges on the quality of its data inputs. Encouragingly, technical leaders express confidence in their standing. Assessing factors such as data capabilities, processes, sponsorship, investment, and vision, more than a third of analytics and IT leaders categorize their data maturity as best-in-class. Despite this optimism, only 6% of these leaders admit to having data maturity below industry standards or nonexistent. This statistic may reflect the challenges of benchmarking maturity against peers or, at worst, an overconfidence in data strategy and capabilities. Data Strategies in AI In today’s fast-paced work environment, characterized by a flood of data and constant communications, individuals are grappling to keep up. Simultaneously, business leaders face mounting pressure to enhance productivity amid unpredictable economic conditions. The list of challenges continues to expand: An AI Data assessment offers several benefits, empowering organizations to: Four key strategies for AI impact are: vision, value-realization, risk, and adoption plans. 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

Read More
February 9, 2023in Salesforce Einstein, Salesforce Marketing Cloud, Salesforce Sales Cloud, Salesforce Service Cloud
Pardot Forms Unleased
08Feb

Pardot Forms Unleased

Setting up and maintaining Pardot forms is generally straightforward using the point-and-click Pardot form builder. Pardot Forms Unleased. You can select the fields you want prospects to complete, define completion actions upon form submission, and then integrate the form seamlessly onto your website or landing pages. However, there are some nuances, or “gotchas,” with Pardot forms that can complicate your campaigns, impact reporting accuracy, and affect data quality. Here are some lesser-known tips to navigate these challenges effectively: By understanding these nuances and best practices, you can effectively leverage Pardot forms to drive marketing initiatives while maintaining data integrity and campaign effectiveness. Pardot Forms Unleased. 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

Read More
February 8, 2023in Salesforce
Explore Salesforce Experience Cloud
04Feb

Explore Salesforce Experience Cloud

Empowering Businesses with Exceptional Salesforce Cloud Solutions Explore the transformative work we have done for our clients with Salesforce Experience Cloud, showcasing some of the exceptional solutions we have implemented. Through our strategic initiatives, we have enabled organizations across various industries to leverage the full potential of Salesforce Clouds to enhance user engagement, streamline operations, and achieve significant business growth. Our success stories reflect the diverse challenges our clients faced and the optimized solutions we provided to address them. For instance, by revamping an recruiting portal for a prominent American government agency, we reduced issues related to recruting, onboarding, and retaining talent. Tectonic’s approach incorporates the latest Salesforce technologies, such as Lightning Web Components, Service Cloud, and Experience Cloud, to deliver high-performing, scalable solutions. From improving partner portals for better partner support to transforming community portals for enhanced user experience, our solutions are designed to meet specific client needs while ensuring long-term adaptability and success. Manufacturing – Experience Cloud Case Study Public Sector – Experience Cloud and Grants Management Case Study Manufacturing – Sales, Service, Marketing, and Partner Community Case Study Manufacturing – Sales, Service, Marketing and Experience Cloud Case Study Branded Solutions Manufacturing – Sales, Service, and Experience Cloud Case Study Nonprofit Hospitality – Service and Experience Cloud Case Study Tribal Government – Health, Marketing, MuleSoft, and Experience Cloud Case Study Restaurant – Sales, Service, and Experience Cloud Case Study Federal Government – Nonprofit Talent Acquisition Experience Cloud Case Study Higher Education Software – Sales, Service and Experience Cloud Case Study Salesforce Partner Portals Built on Salesforce Experience Cloud Explore all Tectonic Salesforce 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

Read More
February 4, 2023in Mulesoft, Salesforce Experience Cloud
Salesforce DevOpps
28Jan

Salesforce DevOpps Engineer Explained

Salesforce DevOps aligns with traditional DevOps principles but focuses on leveraging Salesforce at scale. Its core objective is to assist development teams in proactively identifying problems, detecting bugs, and resolving issues before implementing changes for customers. Salesforce DevOpps Engineer Explained. Salesforce DevOps Engineers play a crucial role in ensuring the seamless deployment of Salesforce changes throughout the software development lifecycle, minimizing bugs, and avoiding disruptions for users. Contrary to requiring extensive coding skills, our no-code Salesforce DevOps platform accelerates Salesforce deployments by 50-75%, providing the flexibility to automate Continuous Integration/Continuous Deployment (CI/CD) pipelines with a preferred choice of tools. The responsibilities of a Salesforce DevOps Engineer are unique to the Salesforce ecosystem and necessitate a specialized understanding of Salesforce. The role can be categorized into entry-level, mid-level, and senior based on experience. Salesforce DevOpps Engineer Explained The demand for Salesforce DevOps is on the rise. More teams recognizing the advantages of reliable deployments and automated releases. While not all job titles explicitly mention “DevOps,” the practices are integrated into various roles such as administrators and developers. Senior Salesforce DevOps Engineers, with a minimum of 5+ years of experience, typically serve as Team Leads in multidisciplinary teams. They oversee the entire DevOps process, delegate responsibilities, define KPIs, review code coverage and quality, and mentor others within the team. Hiring a Salesforce partner like Tectonic often involves incorporating a Salesforce DevOps Engineer into the team structure. If your core Salesforce team is missing a solid Salesforce DevOps Engineer, reach out to Tectonic today for assistance. 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

Read More
January 28, 2023in Salesforce, Salesforce Implementation Services
Slack's Next Gen Platform Released
27Jan

Slack’s Next Gen Platform Released

The Salesforce Slack platform lets you extend, expand, and automate your workspaces all while collaborating. Slacks Next Gen Platform Released. Slacks Next Gen Platform Released Slack’s advanced platform, initially in the beta phase for developers, is now progressively rolling out to all teams. Following nearly three years of community-driven experimentation, development, and testing, Slack is excited for you to explore the possibilities it unlocks for your teams: Modular Architecture: Introduce yourself to a new modular architecture rooted in building blocks like functions, triggers, and workflows. These elements are remixable, reusable, and seamlessly connect to the data flow within Slack. Enhanced Developer Experience: Enjoy a faster, more intuitive developer interface with new tools such as the Slack CLI and TypeScript SDK. These tools simplify and clarify the often tedious aspects of building atop the Slack platform. Secure Infrastructure: Benefit from secure deployment, data storage, and authentication powered by Slack-managed serverless infrastructure. The fast Deno-based TypeScript runtime keeps your focus on coding and user experience. Flexible User Experience: Experience a flexible user interface that facilitates easy sharing of your creations within Slack. Introduce a link trigger to make your workflow portable—share it in messages, add it to bookmarks, incorporate it into a canvas, and more. Slack Seeks Feedback Acknowledging the importance of feedback from developers, admins, and users, Slack understands the challenges encountered while building custom integrations. From ensuring enterprise readiness to keeping integrations up-to-date with new Slack features, your input has guided every decision, leading them to this point. The platform’s distinction lies in its extensive options and robust support, offering a fluid and expansive development experience. This approach has allowed Salesforce and Slack to explore innovative ways to integrate support structures directly within Slack, as echoed by Tyler Beckett, SaaS Operations Engineer at Workiva. Slacks Next Gen Platform Released to Include More Automation Slack’s platform is also designed to make workflows automatically extensible to the Slack surfaces of today and tomorrow. Focus on business logic, and Slack will ensure your functions and workflows seamlessly work in any new experience introduced in Slack. For example, the canvas is a new persistent surface where teams can create, curate, and share essential information like text, files, link unfurls, and more in a single view. From day one, you can embed workflows too, making it easy to discover and use them in a relevant context, such as adding an IT request workflow to an onboarding canvas. Talk to Tectonic today about adding Salesforce Slack to your Salesforce ecosystem. 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

Read More
January 27, 2023in Salesforce Slack
Salesforce for Retail
24Jan

Salesforce for Retail

Salesforce for retail is widely utilized, offering a tailored CRM solution that empowers users to efficiently manage inventory, orders, and deliveries from a customized platform. With insights into customer purchase patterns and history, businesses can craft personalized shopping experiences, fostering loyalty and satisfaction. The platform facilitates the integration of diverse revenue streams, enabling the creation of a seamless omnichannel experience that harmonizes with all facets of the business. Mobile support ensures that employees can assist customers from anywhere, fostering accessibility and responsiveness. Additionally, Salesforce keeps the entire team aligned on the sales process, promoting collaboration and maximizing results. In the retail industry, Salesforce is indispensable for maintaining inventory visibility across different levels, minimizing leaks, and ensuring timely order tracking and delivery management. Its smart targeting capabilities drive awareness and acquisition, making marketing efforts more effective. Leveraging the commerce cloud, Salesforce transforms shoppers into buyers faster, delivering a seamless experience across web, social media, mobile, and physical stores. By automating manual tasks, Salesforce boosts the productivity of sales teams, allowing them to access crucial information via mobile devices even amidst busy schedules. Companies utilizing Salesforce CRM in retail harness the platform to understand and prioritize customer needs, develop targeted marketing strategies, and deliver timely and relevant messages. For businesses seeking to leverage Salesforce CRM effectively, a Salesforce CRM users list provides case studies from leading companies in the retail sector, such as Pepe Jeans and Loreal. 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

Read More
January 24, 2023in Salesforce
Snowflake Database
23Jan

Snowflake Database

What is Snowflake Database? Snowflake Database serves as the repository for an organization’s structured and semi-structured data sets, facilitating processing and analysis. It offers automated management of various aspects of data storage, including organization, structure, metadata, file size, compression, and statistics. Snowflake: The Global Data Cloud Platform Snowflake stands as a unified global platform powering the Data Cloud, connecting businesses worldwide across diverse data types, scales, and workloads, fostering seamless data collaboration. Understanding Snowflake Database Snowflake, a relational database hosted in the cloud, serves as a data warehousing solution. Leveraging infrastructure from Google Cloud Platform, Azure, and AWS, it combines traditional database features with innovative functionalities. Snowflake: More Than Just a Data Warehouse Snowflake’s Data Cloud encompasses a pure cloud-based SQL data warehouse, uniquely engineered to handle all data and analytics aspects. It offers high performance, concurrency, simplicity, and affordability unmatched by other data warehousing solutions. Snowflake Database’s Role in ETL Processes Snowflake streamlines data loading, transformation, and storage, eliminating the need for additional ETL tools. Its unique features, scalability, and security have led many organizations worldwide to adopt it as their primary Data Warehousing solution. Snowflake’s Integration with SQL and Python Built on a new SQL database engine, Snowflake’s data warehouse architecture is tailored for the cloud. Moreover, Snowflake provides first-class Python APIs for managing core resources, enabling seamless integration without SQL queries. Challenges and Advantages of Snowflake Despite its advantages such as scalability, performance tuning, and data security, Snowflake faces challenges like higher costs and limited support for unstructured data. Snowflake’s Position in Comparison to Other Databases Snowflake offers faster, easier-to-use, and more flexible data storage and analytic solutions compared to traditional offerings. It is not built on existing database technology or big data software platforms like Hadoop. Ownership and Integration Snowflake operates on major public clouds like AWS, Azure, and GCP, offering pre-warmed virtual machines to support rapid compute. Salesforce had a stake in Snowflake but sold its holdings, making Snowflake an independent entity. Snowflake vs. Salesforce: Choosing the Right Solution Snowflake is preferable for businesses requiring a versatile data platform, whereas Salesforce Data Cloud suits organizations already using Salesforce products due to its seamless integration. Some companies utilize both platforms for diverse needs. 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

Read More
January 23, 2023in Salesforce, Salesforce Data Cloud, Salesforce Development Services, Salesforce Implementation Services, Snowflake
Salesforce GoTo Call Dispositions
17Jan

Salesforce GoTo Call Dispositions

How do I set up custom call dispositions in the Salesforce integration? Create a picklist of custom call dispositions in Salesforce Classic and Salesforce Lightning and then link them to the GoTo Connect integration. Important: These steps need to be completed by your organization’s Salesforce admin. Salesforce Product How-to Salesforce Classic Create the Custom Call DispositionsGo to Setup > Customize > Activities > Activity Custom Fields.Click New and then go to Picklist > Next.Enter the custom call disposition’s Name, Label and Values.Click Next > Next > Save.Add the new call disposition to your call log by going to Settings > Create > Global Actions > Global Actions > Log a Call > Layout and then drag and drop the new call disposition into Log a Call.Click Save.Link New Call Disposition to GoTo Connect for SalesforceGo to Setup > Develop > Custom Settings.Go to GoTo ConnectSettings and then click Manage.Click New and then enter the new call disposition’s name from step 3 in create the custom call disposition above.Click Save and then navigate to Sales and refresh your browser. Salesforce Lightning Create the Custom Call DispositionsGo to Setup > Object manager > Activity > Fields & relationships.Click New and then go to Picklist > Next.Enter the custom call disposition’s Name, Label and Values.Click Next > Next > Save.Add the new call disposition to your call log by going to Settings > User Interface > Global actions > Log a Call > Layout and then drag and drop the new call disposition into Log a Call.Click Save.Link New Call Disposition to GoTo Connect for SalesforceGo to Setup > Custom code > Custom Settings.Go to GoTo ConnectSettings and then click Manage.Click New and then enter the new call disposition’s name from step 3 in create the custom call disposition above.Click Save and then navigate to Sales and refresh your browser. Salesforce GoTo Call Dispositions 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

Read More
January 17, 2023in Salesforce
Salesforce Net Zero Cloud
11Jan

Salesforce Net Zero Cloud Explained

Introducing Net Zero Cloud, a cutting-edge addition to Salesforce’s product lineup, specifically designed as a carbon-accounting solution for companies seeking to take ownership of their carbon footprint.  Net Zero Cloud is a sustainability management platform designed to help companies manage their footprint and track their progress to net zero. Salesforce Net Zero Cloud Explained. This innovative tool streamlines the process of uploading data related to various aspects such as business travel, fuel, electricity, gas bills, and contributions from the supply chain. With pre-configured dashboards, Net Zero Cloud facilitates the effortless identification of significant contribution areas, trends, and potential action points. ESG Reporting Are you ready for ESG reporting mandates? Net Zero Cloud is the solution that can assist you in complying with CSRD, California regulations, and any emerging requirements. By integrating environmental, social, and governance data, this tool delves deep into carbon, waste, and water aspects across your entire value chain. Quantify your carbon footprint by utilizing Net Zero Cloud to track carbon emissions and energy consumption stemming from your diverse assets or activities, which may encompass buildings, products, and travel, covering scopes 1, 2 & 3 emissions. Salesforce Net Zero Cloud Explained Who benefits from Net Zero Cloud? Notable companies leveraging Salesforce Net Zero Cloud for Environmental, Social, and Governance (ESG) initiatives include CVS Health, a U.S.-based healthcare organization with 300,000 employees and revenues of 2.50 billion, and Mastercard, a U.S.-based banking and financial services organization with 29,900 employees. Salesforce initially released Sustainability Cloud – now rebranded as Net Zero Cloud – in 2019, aiming to provide businesses with a platform offering a 360-degree view of their environmental impact with the ability to track, analyze and report reliable environmental data in order to reduce their carbon emissions. What are the benefits of net zero Cloud in Salesforce? Built on the Salesforce platform, Net Zero Cloud customers get all the advantages of Salesforce solutions such as full customization, bulk uploading of data, APIs to connect with other platforms, Tableau CRM for full reporting and analysis of the data and Experience Cloud powering a supplier management portal. How does net zero cloud work? Companies that use Net Zero Cloud get a single source of truth for their carbon emissions. They can analyze individual assets and understand impact across location and time. Net Zero Cloud also provides useful reports and executive-ready visualizations in a few clicks, allowing you to easily track and manage emissions. What is Salesforce net zero marketplace? Net Zero Marketplace is a platform where organizations can evaluate carbon projects and carbon credits for consistency with their carbon neutral and net zero commitments or corporate sustainability initiatives. 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

Read More
January 11, 2023in Salesforce Net Zero Cloud
Yardi Salesforce Integration
09Jan

Yardi Salesforce Integration

Elevate your lease management lifecycle with Salesforce’s expertise in the real estate industry. Many real estate enterprises leverage Yardi systems for their core operations, while Salesforce enriches front-office capabilities. Integrating Yardi with Salesforce unleashes the potential of both systems, merging Salesforce’s robust tools with Yardi’s operational excellence. Yardi Salesforce Integration is the answer for leasing companies. Yardi Salesforce Integration Key Advantages: Enhanced Lead Management: Integrate Yardi property management software with the Salesforce CRM platform to create a comprehensive view of customer data. Empower sales teams to identify available properties aligning with client needs, facilitating a seamless transition from a Salesforce lead to a Yardi client. 360-Degree View: Access prospects, tenants, properties, and more from a unified location. Boost operational efficiency by minimizing application switching and manual data entry for leasing agents on Salesforce. Advanced Reporting and Analytics: Optimize reporting capabilities by consolidating data from Yardi and Salesforce. Track crucial metrics like leasing agent time-to-response, investment occupancy, revenue, retention rates, and more. Complete Lease Management Lifecycle: Simplify the application process by sourcing leads from marketing, passing them to agents, and scheduling appointments in Salesforce. Transfer prospects from Salesforce to RENTCafé for application processing, periodically syncing application data from Yardi to Salesforce. Automated Renewal Opportunities: Automate renewal opportunities by syncing application status and lease information from Yardi to Salesforce. Leverage Salesforce’s marketing automation tools for tenant nurture activities at scale. Operational Efficiency: Sync Yardi and Salesforce to access up-to-date property data, eliminating manual data entry and reducing errors. Manage the entire lifecycle of leasing and property management within one integrated platform. Data Management: Ensure a seamless flow of information between Yardi and Salesforce, eliminating the need for manual data entry. Maintain data consistency across Yardi and Salesforce for properties, leases, tenants, financials, and more. Yardi Salesforce Integration Services: Integrate Yardi, a premier property management and accounting software, with Salesforce, a robust customer relationship management platform. Tectonic can help. FAQs: Does Yardi have an API? Yes, Yardi supports over 300 interface vendors currently utilizing their APIs across the entire product suite. Integration Process: Planning and Discovery: Comprehend business requirements and plan the integration process. Design and Development: Architect the integration framework and develop the necessary components. Testing: Conduct thorough testing to ensure the seamless functioning of the integrated systems. Deployment: Implement the integration in the production environment. Ongoing Support: Provide continuous support for the integrated Yardi Salesforce solution. 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

Read More
January 9, 2023in Salesforce
02Jan

Improving Customer Experiences with Salesforce

Sustaining competitiveness continues to demand businesses prioritize personalization and agility in their customer experience strategy in 2023. Improved Customer Experiences with Salesforce are attainable. Read on. “You are caller number 10; please stay on the line.” A few years ago, a phone message like this from a company was a standard part of the customer experience. But today, customers expect more. They expect callback options. They expect to open a chat window on your website, send a text message or a tweet, and get a near-instant reply. They expect that you already know who they are when they call, that you’re aware of their most recent order, and that you understand what they need next. They don’t want to repeat their information. And they definitely don’t want to wait. Improved Customer Experiences with Salesforce Here are ways to enhance your customer experience program: Enhancing Customer Experience for Brand Loyalty: Advance Personalized Experiences: By concentrating on these core areas, organizations can navigate the evolving CX landscape, delivering exceptional customer experiences. Tectonic is poised to collaborate, customizing Salesforce tools to craft remarkable customer experiences. CX-Customer experience, gets thrown around a lot. But how is it defined, and what does it mean? “Customer experience and service have converged, it’s more than call centers and successful responses to problems. It is service opportunities in sales, support, and marketing. Delivering great customer experiences now means providing amazing, almost magical service at every opportunity.” Peter Schwartz, Salesforce senior vice president of strategic planning What Does Customer Experience Mean? Customer experience encompasses every interaction a prospect or customer has with a business, spanning various channels and touchpoints. Here’s how to enhance customer experience with Salesforce: Customers have always wanted a consistently good buying experience and the best value they can get. If they’re not happy buying expensive razor blades, they can sign up for inexpensive monthly delivery. If they’re fed up with mediocre hotel chains that don’t offer value, why not try Airbnb? The Good News The good news? Customers are willing to pay a premium for great experiences, and not just great products and services. This means businesses have an opportunity to increase revenue by delighting their customers in a way that no one else can. What are the 3Rs of customer experience? Science shows that customers are looking for 3 things in every interaction. These can be summarized in the 3 service values: be reliable, be responsive and build relationships. What are the six pillars of customer experience excellence? Developed by KPMG Nunwood of the UK following research involving more than one million customers across three continents, the system spotlights six key principles as the building blocks for customer experience success: personalization, integrity, expectations, resolution, time and effort, and empathy. 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

Read More
January 2, 2023in Salesforce Communications Cloud

Subscribe to our mailing list. Join our mail list to receive our newsletter

We'll keep you up to date with our latest news, insights, free resources, and much more.
Don't worry, we won't spam you.
gettectonic.com