Tectonic Archives - gettectonic.com - Page 16
Salesforce Implementation Solutions
26Apr

Salesforce Implementation Solutions Are Here!

Tectonic is Pleased to Announce Salesforce Implementation Solutions! The world’s #1 CRM platform has just received a new function in deliverability. Salesforce Implementation Solutions from Tectonic are pre-planned, flxed rate priced, low technical debt solution to Salesforce implementations. Designed with the SMB in mind, Tectonic’s Salesforce Implementation Solutions get you up and running quickly on the Salesforce solutions you need. Finding the right mix of Salesforce products can be as challenging as finding the right Salesforce partner. Tectonic has custom designed Salesforce Implementation Solutions to help ease the integration to the Salesforce platform. Sometimes called quickstarts, jumpstarts, or even accelorators, Salesforce Implementation Solutions are designed to get you set up right and fast, to see the value from your Salesforce investment. Tectonic has tailored our packages to address specific business needs. Pre-defined Salesforce Deliverables at a Fixed Price The Salesforce Implementation Solutions experts at Tectonic will enable you to deploy Salesforce in weeks not months to maximize efficiency. Whether you are seeking a marketing platform solution, a healthcare CRM, personalization, feedback management, or core Salesforce platform capabilities we have you covered. Tectonic gets you started on Salesforce quickly and affordably, without compromising on quality. These fast implementation solutions help you hit the ground running. It doesn’t matter if you’ve never used Salesforce, never purchased a Salesforce license, or have been using the simple, out-of-the-box version. Our team of Salesforce experts will identify and implement what is critical for your business’s immediate success. Thereby giving you the functionality that can develop and grow along with your business at minimal cost, and lightning speed. Why Salesforce Implementation Solutions? From kick off call and discovery to UAT and launch, these packages are here for quick and easy implementation service. With a flat fee, you know your project will be completed on time and budget. When you are seeking a basic platform stand-up, you don’t need to be bombarded with endless choices and decisions. With the help of our certified Salesforce professionals, you will receive expert guidance and support as we implement your new system with a focus on maximizing functionality. You want an implementation with a proven roadmap. Implementation solutions include a range of tools and resources, such as a personalized onboarding plan, training resources, and pre-built solutions, that can help reduce the time it takes to implement Salesforce. This can be especially helpful if you are new to Salesforce or if you need to get your implementation completed in a short time frame. Efficiency, speed, and success are the promises of Tectonic Salesforce Implementation Solutions. Salesforce is your customer success platform, designed to help you sell, service, market, analyze, and connect with your customers. Interested in making the most of Salesforce? Tectonic’s implementation solutions get your business or nonprofit up and running in weeks. Automation is one of the big keys to managing tons of data. Our implementations get you where you need to be in no time flat. Salesforce CRM isn’t just a solution to automate processes, manage workflows, and corral data. Salesforce can jumpstart your digital transformation. Tectonic’s Salesforce implementations avoid the unexpected costs of an implementation. Fixed price packages prevent surprises. Tectonic provides niche, high quality, service-oriented Salesforce implementation, customization, and managed services. The best time to embark on your transformation was 5 years ago. The second best time is right now.  Tectonic Salesforce implementation solutions, or quickstarts, are limited engagement implementations. They zero in on key planning and decision making, standard and custom configurations, and essential training to get up and running lightning fast. Therefore our solutions provide immediate benefits and ROI. Tectonic even offers implementations for upgrading versions and clouds within Salesforce. These all-in-one solutions take the guesswork out of implementing Salesforce with a proven partner to guide you every step of the way. Learn about all Tectonic’s Salesforce Implementation Solutions here. If you have other needs you’d like to address in a flat bundled project, contact us today. Like2 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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April 26, 2024in Data, Salesforce, Salesforce Implementation Services
Salesforce Hyperforce Summer 24 Release Notes
26Apr

Salesforce Hyperforce Summer 24 Release Notes

Hyperforce is the next-generation Salesforce infrastructure architecture built for the public cloud. Salesforce Hyperforce Summer 24 Release Notes. It provides Salesforce applications with compliance, security, privacy, agility and scalability and gives customers more choice over data residency. Salesforce Hyperforce Summer 24 Release Notes Hyperforce is Salesforce’s renewed infrastructure architecture, based on the consumption of public cloud services. It has been designed to offer customers a more powerful and easily scalable platform. In this new scenario, Salesforce does not manage physical resources. What is the difference between Hyperforce and Lightning? The Lightning Platform is the core infrastructure in Salesforce whereas, Hyperforce is a new infrastructure model provided by the CRM platform. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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April 26, 2024in Hyperforce, Salesforce, Salesforce Sales Cloud
Salesforce Experience Cloud Summer 24 Release Notes
25Apr

Salesforce Experience Cloud Summer 24 Release Notes

Customization is key, and Experience Cloud is here to help you deliver. Salesforce Experience Cloud Summer 24 Release Notes. Integrate enhanced LWR sites with Data Cloud to gain deeper insights into site visitor interactions. Elevate your site with new styling features for forms and buttons, streamlined search options, and increased control over the layout and spacing of your LWR sites. Improve your visitor login experience with a new integration framework for headless login and guest user identity flows. Stay productive on the go with a collection of updates to the Mobile Publisher app. Salesforce Experience Cloud Summer 24 Release Notes Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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April 25, 2024in Salesforce, Salesforce Experience Cloud
Harnessing Zero Copy Integration
21Apr

Harnessing Zero Copy Integration

Streamlining Data Management: Harnessing Zero Copy Integration for Efficient Customer Insights Zero copy integration offers a revolutionary approach to accessing and utilizing customer data without the need for burdensome data transfers. By seamlessly linking disparate databases, this innovative technique eliminates the complexities associated with moving, copying, or reformatting data. Let’s explore how zero copy integration can optimize data management processes and enhance the efficiency of customer data platforms (CDPs) alongside traditional data warehouses. Understanding Zero Copy Integration: Zero copy integration, also known as zero ETL (extract-transform-load), facilitates the sharing of data across multiple databases without physically relocating it. This method enables real-time access to data, significantly reducing costs and mitigating the risks of errors inherent in data movement processes. Unlike traditional data replication methods, zero copy integration ensures that data remains in its original location, eliminating the need for redundant storage and synchronization efforts. Good technology standards can actually bring order to the chaos and allow products from different companies to work together, fostering healthy competition and enhancing productivity. That is precisely what Zero-Copy Integration does. Zero-Copy Integration is a framework that eliminates the need for data copies and integration, making it easier to work with applications, analytics, artificial intelligence, and machine learning. Canada’s Digital Governance Council recently announced that Zero-Copy Integration has been published for open access by the public, setting a new standard for data collaboration. Moreover, Zero-Copy Integration prioritizes data-centricity and active metadata over complex code and solution modularity over monolithic design. It also facilitates data governance through data products and federated stewardship, eliminating the need for centralized teams. In addition to boosting the development and deployment of new technologies, Zero-Copy Integration also addresses the growing number of data privacy regulations. By putting data at the center of the process, Zero-Copy Integration ensures greater collaboration and control, positively affecting industries like healthcare, research, banking, and public services. Benefits of Zero-Data Integration Proponents of zero-copy integration and dataware say the framework will lower data storage costs, improve performance of IT teams, improve privacy and security of data, and drive innovation in systems for public health, social research, open banking and sustainability through innovations in: Comparing Traditional vs. Zero Copy Integration: Aspect Traditional Zero Copy Replication Requires copying data to target Data remains in original location Updates Data accuracy dependent on synchronization Real-time access to data Cost Involves data movement expenses No additional data movement costs Regulatory Compliance Complex governance due to data duplication Simplified compliance with source data only Errors Data movement introduces potential errors Minimized risk of errors with no data movement Maintenance Increases complexity with copying and synchronization Streamlined management with no data relocation Implementing Zero Copy Integration: The implementation of zero copy integration varies depending on the platform and direction of data access. Let’s explore how it works in scenarios involving Salesforce Data Cloud and Snowflake data warehouse: Case Study: Buyers Edge’s Zero Copy Success Story: Buyers Edge, a procurement optimization company, leveraged zero copy integration to unify customer profiles in a CDP while accessing purchase data from their data warehouse. By seamlessly integrating Salesforce Data Cloud with their warehouse, Buyers Edge enhanced predictive modeling capabilities, resulting in tailored sales and marketing strategies. Zero copy integration revolutionizes data management practices by enabling seamless data access and eliminating the need for data duplication or relocation. As businesses navigate the evolving data landscape, leveraging zero copy integration can streamline operations, enhance insights, and empower organizations to unlock the full potential of their data assets. MILESTONES / TIMELINE Second half 2023 – Internationalization February 21, 2023 – Information Session (watch above ☝ or via YouTube) February 15, 2023 – ‘Zero-copy’ applications published by DCA February 08, 2023 – Published by Digital Governance Council (Press release) December 15, 2022 – Approved by Standards Council of Canada June-Nov 2022 – Public consultation period Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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April 21, 2024in Salesforce, Salesforce Data Cloud, Salesforce Einstein, Snowflake
Einstein Prediction Builder
19Apr

Einstein Prediction Builder

Einstein Prediction Builder, a sophisticated yet user-friendly tool from Salesforce Einstein, empowers users to generate predictions effortlessly, without requiring machine learning expertise or coding skills. This capability enables businesses to augment their operations with foresight-driven insights. As of the Spring ’20 release, all Enterprise Edition and above orgs can build one free prediction with Einstein Prediction Builder. Consider the potential business outcomes unlocked by leveraging Einstein Prediction Builder. Let’s delve into a hypothetical scenario: Meet Mr. Claus, the owner of ‘North Claus,’ a business that began as a modest family venture but gradually expanded its footprint. As ‘North Claus’ burgeoned across 10 countries, Mr. Claus recognized the need for Business Intelligence (BI) to navigate market dynamics effectively. BI entails gathering insights to forecast and comprehend market shifts—an imperative echoed by Jack Ma’s famous adage, “Adopt and change before any major trends and changes.” Intrigued by the prospect of BI, especially amidst the disruptive backdrop of Covid-19, Mr. Claus embarked on a journey to implement it in his company. The Formation of Business Intelligence: In today’s digital landscape, businesses amass vast amounts of data from diverse sources such as sales, customer interactions, and website traffic. This data serves as the bedrock for deriving actionable insights, enabling organizations to formulate forward-looking strategies. However, developing robust BI capabilities poses several challenges: Mr. Claus grappled with these challenges as he endeavored to develop BI independently. Recognizing the complexity involved, he turned to Salesforce, particularly intrigued by Einstein Prediction Builder. Einstein Prediction Builder Trailhead Understanding Einstein Prediction Builder: Einstein Prediction Builder, available in various Salesforce editions, leverages checkbox and formula fields to generate predictions. Before utilizing Prediction Builder, certain prerequisites must be met: Creating Einstein Predictions: To initiate the creation of Einstein Predictions, users navigate to Setup and access the Einstein Prediction Builder. The guided Setup simplifies the process, guiding users through relevant data inputs at each step. Once configured, predictions can be enabled, disabled, or cloned as needed. Key Features and Applications: Einstein Predictions integrate seamlessly with Salesforce Lightning, providing predictive insights directly on record pages. These predictions offer invaluable guidance on various aspects, such as sales opportunities and payment delays. Additionally, Prediction Builder facilitates packaging of predictions for seamless deployment across orgs and supports integration with external platforms like Tableau. Prediction Builder equips businesses with the intelligence needed to anticipate market trends, optimize workflows, and enhance customer interactions. As Mr. Claus discovered, embracing predictive analytics can revolutionize decision-making and drive sustainable growth. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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April 19, 2024in Einstein Insights, Salesforce, Salesforce Einstein
Who Calls AI Ethical
18Apr

Who Calls AI Ethical

Background – Who Calls AI Ethical On March 13, 2024, the European Union (EU) enacted the EU AI Act, a move that some argue has hindered its position in the global AI race. This legislation aims to ‘unify’ the development and implementation of AI within the EU, but it is seen as more restrictive than progressive. Rather than fostering innovation, the act focuses on governance, which may not be sufficient for maintaining a competitive edge. The EU AI Act embodies the EU’s stance on Ethical AI, a concept that has been met with skepticism. Critics argue that Ethical AI is often misinterpreted and, at worst, a monetizable construct. In contrast, Responsible AI, which emphasizes ensuring products perform as intended without causing harm, is seen as a more practical approach. This involves methodologies such as red-teaming and penetration testing to stress-test products. This critique of Ethical AI forms the basis of this insight,and Eric Sandosham article here. The EU AI Act To understand the implications of the EU AI Act, it is essential to summarize its key components and address the broader issues with the concept of Ethical AI. The EU defines AI as “a machine-based system designed to operate with varying levels of autonomy and that may exhibit adaptiveness after deployment. It infers from the input it receives to generate outputs such as predictions, content, recommendations, or decisions that can influence physical or virtual environments.” Based on this definition, the EU AI Act can be summarized into several key points: Fear of AI The EU AI Act appears to be driven by concerns about AI being weaponized or becoming uncontrollable. Questions arise about whether the act aims to prevent job disruptions or protect against potential risks. However, AI is essentially automating and enhancing tasks that humans already perform, such as social scoring, predictive policing, and background checks. AI’s implementation is more consistent, reliable, and faster than human efforts. Existing regulations already cover vehicular safety, healthcare safety, and infrastructure safety, raising the question of why AI-specific regulations are necessary. AI solutions automate decision-making, but the parameters and outcomes are still human-designed. The fear of AI becoming uncontrollable lacks evidence, and the path to artificial general intelligence (AGI) remains distant. Ethical AI as a Red Herring In AI research and development, the terms Ethical AI and Responsible AI are often used interchangeably, but they are distinct. Ethics involve systematized rules of right and wrong, often with legal implications. Morality is informed by cultural and religious beliefs, while responsibility is about accountability and obligation. These constructs are continuously evolving, and so must the ethics and rights related to technology and AI. Promoting AI development and broad adoption can naturally improve governance through market forces, transparency, and competition. Profit-driven organizations are incentivized to enhance AI’s positive utility. The focus should be on defining responsible use of AI, especially for non-profit and government agencies. Towards Responsible AI Responsible AI emphasizes accountability and obligation. It involves defining safeguards against misuse rather than prohibiting use cases out of fear. This aligns with responsible product development, where existing legal frameworks ensure products work as intended and minimize misuse risks. AI can improve processes such as recruitment by reducing errors compared to human solutions. AI’s role is to make distinctions based on data attributes, striving for accuracy. The concern is erroneous discrimination, which can be mitigated through rigorous testing for bias as part of product quality assurance. Conclusion The EU AI Act is unlikely to become a global standard. It may slow AI research, development, and implementation within the EU, hindering AI adoption in the region and causing long-term harm. Humanity has an obligation to push the boundaries of AI innovation. As a species facing eventual extinction from various potential threats, AI could represent a means of survival and advancement beyond our biological limitations. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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April 18, 2024in Salesforce
Salesforce Slack and AI
18Apr

Salesforce Slack and AI

Salesforce, the customer relationship management software giant, has announced the availability of Slack AI to all paid Slack customers with expanded language support. Slack AI utilizes a company’s conversational data to assist end users and employees in quickly grasping processes and communications. It generates summaries and introduces new search capabilities based on the client company’s conversations. Slack, a workplace messaging and productivity app, was acquired by Salesforce for approximately $28 billion in 2021. It competes directly with Microsoft’s Teams and Google Chat. The Slack AI add-on is now available for all paid Slack plans (Pro and Business+) at $10 per user per month. It supports English, Spanish, and Japanese languages initially, with more languages coming soon. This development allows businesses of all sizes to leverage an intuitive AI experience seamlessly integrated with Slack, enhancing productivity within the platform. Previously, Slack AI was accessible only to large enterprises paying for Slack. The latest features of Slack AI include a recap feature providing daily morning digests with channel summaries, personalized search answers, and conversation summaries. According to internal analysis, customers using Slack AI in pilot programs are saving an average of 97 minutes per user each week by leveraging AI to find answers, distill knowledge, and generate ideas. One of Slack’s customers, Beyond Better Foods, a healthy dessert brand, uses Slack AI extensively for logistics planning. Their operations team benefits from enhanced search capabilities and channel recaps, saving time and improving focus. Andy Kung, Vice President of Operations at Beyond Better Foods, shared his experience: “When I need to get my CEO a fast answer at 2 pm on a Friday, I can use Slack AI’s search function. I’ve only been using Slack AI for about a month, but it’s already helped me quickly find answers countless times, and AI is saving me at least 30 minutes a day.” This announcement marks a significant step in making Slack AI accessible to a broader range of businesses, empowering them to work smarter and more efficiently within the Slack platform. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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April 18, 2024in Salesforce, Salesforce Slack
Harnessing Sales Data
12Apr

Harnessing Sales Data

Harnessing Sales Data for Better Insights and Rapid Deal Closure Sales data is a critical asset for gaining insights and closing deals swiftly. With the ever-expanding data footprint, including customer response rates, leads in the pipeline, and quota attainment, tracking these metrics is essential. Ignoring them can be detrimental, as nearly all sales professionals recognize the importance of real-time data in meeting customer expectations, according to the Trends in Data and Analytics for Sales Report. However, concerns about data setup for generative AI and data accuracy persist. Sixty-three percent of sales professionals report that their company’s data isn’t optimized for AI, and only 42% are confident in their data’s accuracy. The demand for sales data has become a focal point for sales leaders and representatives, who increasingly rely on data to enhance customer engagement and productivity through trusted sources and AI integration. What is Sales Data? Sales data encompasses two main categories: external data, which includes information about prospects such as demographics, interests, behavior, and engagement; and internal sales data, including deal attributes and sales performance metrics. This data helps inform deal actions, assess progress toward sales targets or key performance indicators (KPIs), and supports tools like AI to enhance efficiency. Why is Sales Data Important? Sales data provides a measurable framework for all sales activities, enabling the setting of performance benchmarks and targets. It helps identify risks in the pipeline and highlights opportunities for upselling or fostering competition among sales reps. The data is also crucial for leveraging generative AI, which can automate tasks such as email drafting and sales pitch creation, provided the data is accurate and well-organized. Types of Sales Data Collecting and Utilizing Sales Data To effectively collect and utilize sales data, invest in a CRM system that serves as a centralized data repository with analytics capabilities. Automate data collection within the CRM, integrate data from other tools, and prioritize the security of sensitive information. Visualizing data through dashboards can help track progress toward business goals and make informed decisions. Real-Life Application: A Case Study A global consulting firm used sales data to enhance win rates and accelerate deal velocity. By integrating CRM analytics with data from various sources, the firm identified key deal attributes impacting success and adjusted strategies accordingly. The use of AI-driven “opportunity scores” further enabled the firm to monitor deal health and optimize resource allocation. Essential Tools for Harnessing Sales Data Turning Sales Data into Actionable Insights Regularly reviewing CRM-generated insights and adjusting strategies based on these insights is crucial for closing more deals and delivering consistent value to customers. By focusing on data-driven decision-making, sales teams can stay competitive and meet evolving customer 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

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April 12, 2024in Generative AI
Government CRM System
12Apr

Government CRM System

Explore How Governments Can Modernize Services for Citizens with Government CRM System What is CRM in Government? CRM (Customer Relationship Management) systems in government streamline administrative tasks, allowing public servants to concentrate on enhancing citizens’ daily lives. Does the US Government Use Salesforce? Salesforce is valuable to the US federal government due to its highly customizable nature, catering to diverse agency needs and projects. Understanding AI in Government: Reshaping Public Sector Services Enhancing Workforce Skills for Better Constituent Experiences and Efficient Agency Operations The AI revolution presents opportunities for governments to enhance efficiency and service delivery. AI technologies can significantly improve data processing, cybersecurity, public planning, and other critical areas. Government agencies must raise awareness about the benefits of AI and upskill employees to bridge the AI skills gap. This transformation enables workers to better serve the public and foster trust between sectors. However, the rapid adoption of AI also raises concerns about a potential skills crisis, as highlighted by a survey revealing insufficient high-quality AI and machine learning resources. While AI promises to create new jobs, it may also displace certain roles. Organizations must prepare employees for this shift, ensuring they transition to higher-value work and acquire the necessary AI skills. Data Modernization: Paving the Way for an AI-Optimized Future Modernizing data infrastructure is essential for leveraging AI effectively. Employees can upskill in data science and AI, facilitating this transition from traditional workflows to AI-driven processes. Applications of AI in Government AI offers transformative potential across various government functions, such as traffic management, healthcare delivery, and administrative tasks like paperwork processing. Government agencies can enhance operations through AI-driven insights, improving efficiency, and service delivery for citizens. Challenges and Opportunities in AI Adoption Despite the promise of AI, many public agencies lack sufficient AI and data management capabilities among their workforce. Effective Education and Training for AI Implementation Organizations must prioritize AI education and responsible usage to better serve the public while upholding stringent security standards. Understanding Government Cloud Salesforce Salesforce Government Cloud and Government Cloud Plus provide dedicated instances of Salesforce’s Customer 360 suite, tailored to meet government requirements. Enhancing Government Efficiency with Modern CRM Solutions Explore How CRM Software Can Revolutionize Citizen Engagement and Government Operations CRM systems empower local governments to establish meaningful connections with citizens, improving service delivery and operational efficiency. Key Features of Local Government CRM Software Discover essential CRM features for local government agencies, including workflow automations, communication tools, data security, citizen contact management, real-time analytics, and business intelligence reporting. Evaluating CRM Data-Quality Solutions Evaluate CRM solutions based on security, flexibility, scalability, interoperability, ease of use, and customization capabilities to enhance government operations effectively. Strategies for Implementing CRM Workflows in Government Implement CRM systems strategically to improve service delivery and constituent engagement, focusing on data integration and minimizing the need for complex coding during deployment. By embracing modern CRM technologies and AI solutions, governments can enhance efficiency, transparency, and citizen satisfaction, ushering in a new era of effective public service delivery. Government CRM System. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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April 12, 2024in Mulesoft, Salesforce Experience Cloud, Salesforce Public Sector Solutions
Predictive Lead Scoring
11Apr

Predictive Lead Scoring

Traditional lead scoring relies on predefined criteria and subjective assumptions, whereas predictive lead scoring (PLS) harnesses machine learning algorithms to analyze extensive data and identify key predictors of lead quality. Traditional lead scoring only learns from data if you revise your scoring methodology for it. Predictive lead scoring constantly reworks the machine learning model based on more and newer data. Traditional lead scoring can be impacted by human error and bias. PLS analyzes from historical data eliminating bias and error. PLS employs a machine learning model to assign scores to open leads based on historical data, enabling sales teams to prioritize effectively and improve lead qualification rates while reducing the time spent on lead qualification. Discover how AI can elevate PLS to new heights and transform various organizational functions amidst shrinking budgets and heightened performance expectations across sales and marketing teams. Key Benefits of Predictive Lead Scoring: PLS leverages data science and machine learning to analyze and predict future outcomes based on historical and current data, guiding businesses in identifying high-potential leads and optimizing resource allocation. Implementing Predictive Lead Scoring: AI CRM and PLS: AI-enabled CRM platforms like Salesforce’s Einstein Lead Scoring automate lead scoring processes, leveraging extensive data to predict lead quality and prioritize effectively for sales and marketing teams. Benefits of Predictive Lead Scoring: AI and Machine Learning in Lead Scoring: AI and machine learning enhance lead scoring by analyzing vast data sets, identifying patterns, and predicting behaviors for more accurate lead qualification and prioritization. A data-driven enterprise is a smarter enterprise acting on data and insights. Salesforce’s Intelligent Lead Scoring: Salesforce’s Einstein Lead Scoring automates lead scoring processes within Sales Cloud and Marketing Cloud, providing tailored metrics and insights for informed decision-making. Generative AI and Predictive Lead Scoring: Generative AI streamlines processes like email personalization and content creation, enhancing marketing effectiveness and productivity. Good PLS with AI and machine learning transforms lead management by leveraging data insights for efficient and accurate lead qualification, ultimately driving improved sales and marketing performance. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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April 11, 2024in Einstein Insights
Constituent Service Toolkit in Public Sector Solutions
10Apr

Constituent Service Toolkit in Public Sector Solutions

Explore the array of tools and components tailored for caseworkers, case managers, and other professionals to comprehend constituents’ needs and deliver exceptional customer service. Constituent Service Toolkit in Public Sector Solutions Public Sector Solutions offers a comprehensive suite of components, tools, and features designed to enhance the efficiency of caseworkers and other staff in addressing constituents’ concerns and issues. These tools provide valuable context for interactions with constituents and streamline actionable tasks, offering flexibility for customization to address diverse scenarios. Constituent Service Toolkit in Public Sector Solutions Whether handling inquiries about business license applications, social service benefits, or managing complaints and child welfare concerns, these tools empower users to efficiently navigate and resolve constituent service issues. Public Sector Solutions goes a step further by presenting a curated selection of these tools on a dedicated Lightning record page, facilitating a seamless start for users in utilizing these resources. Customize the page according to your agency’s specific needs, with limitless possibilities. Constituent Service Toolkit: Elevate customer service for constituents by providing tools that enhance the efficiency and effectiveness of caseworkers, case managers, and other users. Complete Common Service Tasks in Context with Action Launcher: Empower intake agents, caseworkers, and other users to access common service tasks through the Action Launcher Lightning web component. This tool allows users to perform tasks such as identity verification, referral intake, email communication, or call logging with a simple menu selection. Tailor the Action Launcher to meet specific needs and integrate it into frequently accessed record detail pages for quick and context-aware responses to constituent concerns. Protect Constituent Privacy and Reduce Fraud with Identity Verification and Audit Trail: Prioritize constituent privacy by implementing a flow to verify their identity before sharing sensitive information. Agents and service representatives can initiate this flow during phone calls, through messaging channels, or in person. Utilize the Audit Trail to monitor engagement interactions, analyze patterns, and detect potential fraud associated with identity verification. Receive Alerts on Records That Need Action: Stay informed about account and application records requiring attention with the Record Alerts component. Caseworkers, application reviewers, and other users receive notifications about person accounts, business accounts, or individual application records that demand action. The component organizes alerts by categories like type, priority, and severity, allowing users to dismiss or snooze alerts as needed. Deliver Service to Constituents from a Dedicated Account Lightning Record Page: Enhance caseworkers’ efficiency by providing relevant information and service tools through a dedicated Lightning record page for accounts. Key details about constituents are showcased through the Account card and Timeline component. The Action Launcher and Alerts components enable users to initiate common service actions and address pending record alerts. The Interaction Summary tab allows users to document notes from conversations and engagements with constituents. Create Start-to-Finish Automation to Address Service Requests from Constituents with Service Process Studio: Leverage Service Process Studio to design automated processes that efficiently respond to service requests from constituents, from intake to resolution. Utilize data attributes, OmniScript forms, Apex classes, and record-triggered flows to create automation for processing service requests, including tasks like updating a constituent’s address. Integration definitions enable seamless connectivity between service processes and external systems. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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April 10, 2024in Public Sector Solutions, Salesforce Implementation Services
Slack and Salesforce
10Apr

AI in Slack

Introducing AI in Slack If you are unfamiliar with the Slack collaboration tool, learn more here. Incorporating Artificial Intelligence (AI) into Slack marks a significant milestone, one that is a real gamechanger. Slack’s ability to consolidate projects, data, and conversations into one platform has been a time saver for businesses, fostering collaboration and enhancing productivity. Now, with the introduction of native AI features, users can leverage their collective knowledge more efficiently than ever before. “For the past decade, Slack has transformed the way we work, facilitating seamless integration of people, apps, and systems. With Slack AI, we’re poised to elevate this transformation further. These new AI capabilities empower our customers to tap into the wealth of knowledge within Slack, enabling smarter work processes, faster decision-making, and more focus on innovation and growth.” Denise Dresser, CEO of Slack Enhancing Work Efficiency with AI The traditional approach to work often comes with productivity challenges, particularly when employees lack access to critical, time based information. Studies reveal that nearly half of digital workers struggle to find necessary information, leading to suboptimal decision-making. By integrating AI features into Slack, users can instantly access contextual information related to any project or policy within their organization’s history. This streamlines workflows and enables teams to make better-informed decisions efficiently. Slack’s Commitment to Simplified Work Processes Slack has always aimed to simplify work processes, bringing conversations, automation, and productivity tools into one unified platform. From channel-based discussions to real-time collaboration and process automation, Slack offers a comprehensive solution for teams. Moreover, Slack seamlessly integrates with popular tools like Salesforce, Workday, and Google Drive, facilitating smoother business operations and accelerating task completion. AI in Slack With Slack’s channel-based model serving as the foundation, users can create a centralized repository of information. Every message, canvas, and clip contributes to this repository, forming a searchable database of collective knowledge. Intelligent search functionality further enhances accessibility, enabling users to retrieve relevant information effortlessly. AI-powered features, such as channel recaps, thread summaries, and search answers, revolutionize how teams interact with information. Channel recaps provide key highlights from discussions, allowing users to catch up quickly and make informed decisions. Thread summaries condense lengthy conversations, facilitating faster comprehension and decision-making. Additionally, search answers offer concise responses to queries, leveraging relevant Slack messages to provide valuable insights. Embracing AI for Future Growth As businesses recognize the potential of AI to drive efficiency and productivity, Slack’s AI features offer a seamless transition. By embedding AI tools directly into the Slack workspace, users can harness the power of AI effortlessly, without the need for complex configurations or separate applications. Overall, Slack AI empowers teams to reach their full potential by leveraging corporate knowledge effectively. With AI-driven insights at their fingertips, teams can save time, make better decisions, and drive meaningful outcomes for their organizations. AI in Slack Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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April 10, 2024in Salesforce, Salesforce Einstein, Salesforce Implementation Services, Salesforce Slack
What is Salesforce Einstein 1
09Apr

What is Salesforce Einstein 1?

The bold new future of enterprise AI requires a new type of platform. What is Salesforce Einstein 1? One platform that can handle terabytes of disconnected data, gives you the freedom to choose your AI models, and connects directly into the flow of work, all while maintaining customer trust. The Einstein 1 Platform unifies your data, AI, CRM, development, and security into a single, comprehensive platform. It empowers IT, admins, and developers with an extensible AI platform, facilitating fast development of generative apps and automation. What is Salesforce Einstein 1 Einstein 1 has a mixture of artificial intelligence tools on the platform, and it kind of mirrors the way the core Salesforce platform is built, standardized and custom. We have out of the box AI features such as sales email generation in Sales Cloud, and service replies in Service Cloud. What is Einstein One? Einstein One seamlessly integrates our robust data platform with Data Cloud, offering a comprehensive AI and data-driven solution within our CRM service. As the leading comprehensive AI for CRM, Salesforce Einstein transforms the Customer Success Platform by incorporating a suite of integrated AI technologies, making it more intelligent and accessible to innovators worldwide. Introducing the Einstein One Platform The future of enterprise AI demands a groundbreaking platform capable of managing terabytes of diverse data, providing the flexibility to select AI models, and seamlessly integrating into daily workflows while maintaining customer trust. The Einstein One Platform consolidates data, AI, CRM, development, and security into a singular, comprehensive platform. It empowers IT, administrators, and developers with an extensible AI platform, facilitating rapid development of generative apps and automation. Salesforce has made significant investments in enhancing the Einstein One platform by introducing two prompt engineering features – a testing center and prompt engineering suggestions, demonstrating the company’s commitment to advancing AI capabilities. Data-driven and AI-driven customer experiences are vital in constructing Data Cloud. Salesforce’s predictive AI, Einstein, has been operational since 2016, conducting over a trillion predictions per week. The company continuously evolves its capabilities, introducing generative AI products like Einstein GPT, discussed at Dreamforce [2023]. ‘Customer 360′ now represents Salesforce customers’ ability to transform into customer-centric entities, delivering integrated and cohesive experiences across sales, marketing, service, and commerce. Leveraging Data Cloud, structured and unstructured engagement data comes alive, offering a personalized perspective of customer interactions. Einstein is accessible through various Salesforce products, including Sales Cloud, Service Cloud, Marketing Cloud, Salesforce Platform, Analytics Cloud, and Community Cloud. What is the Einstein One platform? Salesforce’s Einstein One is a transformative platform that securely integrates data, connects multiple Salesforce products, and empowers customer-centric businesses to create AI-driven apps, revolutionizing CRM interactions. What applications are connected with the Einstein One platform? Einstein Trust Layer: Ensuring the security of generative AI applications within Salesforce, this application acts as a safeguard for data, preventing unauthorized access. Data Cloud: Unifying structured and unstructured data, Data Cloud completes the customer 360 profile, integrating seamlessly with the Einstein One platform and making data actionable. Einstein Copilot: A built-in conversational assistant, Einstein Copilot enables users to ask questions in Natural Language and receive intelligent answers, actions, and more. Copilot Studio: An essential component of Einstein One, Copilot Studio manages Einstein One and Einstein Copilot, allowing businesses to control user access and use generative AI in their workspace. Prompt Builder, Skill Builder, Model Builder: Tools within Copilot Studio, these components empower businesses to create trusted AI prompts, add skills to user access, and choose AI models. What is Data Cloud for Einstein One? Data Cloud, combined with the Einstein Trust Layer, provides secure access to a unified data repository, forming a reliable resource for complete customer profiles and supporting AI assistants. Data Cloud facilitates valuable visualizations through reports, dashboards, and tools like Tableau, offering insights to enhance understanding of customers and business operations. What will Einstein One do for businesses? Einstein One aims to: Increase productivity Reduce operational costs Enhance the delivery of exceptional customer experiences The debut of Einstein One marks a significant stride for Salesforce and businesses, offering a secure path to boost productivity through AI technologies, ensuring continuous access to cutting-edge technologies for businesses. Where can generative AI impact businesses today? Generative AI has the potential to impact businesses by enhancing repetitive processes, making them faster. Exploring text-based processes, such as repetitive emails or form filling, is a great starting point for businesses looking to enhance capabilities. What can generative AI do for sales, service, field service teams? Generative AI can positively impact teams by automating processes, offering intelligent insights, and improving overall efficiency. Specific use cases for generative AI in sales, service, and field service teams can be explored through Salesforce’s 101 video series. What does Einstein One Tableau do? Einstein One Data Cloud, formerly known as Genie, serves as a metadata management tool connecting data from various sources. It makes data usable for AI and analysis, integrating with Einstein One, Tableau, and Salesforce’s CRM applications. Is Salesforce Einstein the same as Tableau? Formerly known as Einstein Analytics, Tableau CRM is Salesforce’s premium analytic platform, offering a powerful way to explore data, especially for current Salesforce users. Salesforce has renamed Einstein Analytics to Tableau CRM, reflecting its commitment to empowering users to make better decisions faster. In essence, the Einstein One platform combines Salesforce Data Cloud, Einstein Copilot, and the Einstein Trust Layer, providing a comprehensive solution for secure and connected data, facilitating generative AI on a comprehensive platform. Salesforce’s Einstein One Platform & the Data-Driven Revolution This innovation has the potential to revolutionize the way businesses interact with their customers. In this insight, we delve deeper into this transformative development, offering valuable insights, considerations for implementation, and the indispensable expertise of Tectonic as a data-oriented technology partner. Salesforce Data Cloud and Einstein AI are now seamlessly integrated into the Einstein One Platform. This integration empowers companies to effortlessly connect their diverse data sources, enabling the creation of AI-driven applications with minimal coding effort. Moreover, it forges a cohesive view of your data across

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April 9, 2024in Artificial Intelligence, Data, Einstein 1 Platform, Einstein Insights, Enterprise, Generative AI, Google, Mulesoft, Salesforce, Salesforce Data Cloud, Salesforce Einstein, Salesforce Sales Cloud, Technology

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