Trigger Archives - gettectonic.com

Salesforce Marketing Cloud Advertising Studio

04Oct

What is the Difference Between a CRM and a DMP?

A DMP uses first-, second-, and third-party data, stored temporarily, creating an audience profile. Data is obtained from various online and offline sources, and mobile sources. A CRM system is typically managed by a sales team, with limited data integration. Is CRM a DMP? While a DMP uses anonymous, third-party data, a CRM and a CDP use first-, second-, and third-party data. Goal. DMPs are built for prospecting, CRMs are built to manage and nurture customers, and CDPs help engage and personalize all phases of the customer experience. Is Salesforce a DMP? Salesforce DMP, called Audience Studio, is a platform that collects, stores, organizes, and centralizes data from different sources, own or external. It works in real time, unifying user data collected from multiple sources into a single profile for each customer. Salesforce proper, the database, is a CRM, not a DMP. Who uses DMP? Marketers who are getting started with audience segmentation for digital advertising can get the most utility out of a DMP. A DMP organizes all the data collected about a prospect or customer. Do you need a DMP? Use a DMP if you want to build marketing campaigns for audiences that are unfamiliar with your business. DMPs are best for this because of their use of third-party data. They can give you access to audiences that you don’t know. Why is CDP better than DMP? DMPs are effective for digital channels and audience segmentation. CDPs, on the other hand, are beneficial for social media websites, offline interactions, and insights into customer needs and purchase behavior. 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

16Jun

Salesforce Email Authentication

Salesforce email authentication plays a crucial role in ensuring the secure transmission of emails for your organization. It serves to help recipient email servers distinguish whether an email originates from a genuine account and if the sender’s identity is authentic, without any attempt at spoofing. When sending emails from platforms like Pardot (Account Engagement), Salesforce, or Marketing Cloud on behalf of your organization’s domain, it is imperative to have SPF, DKIM, and DMARC configurations completed. In the following section, we will explore each authentication method, providing a step-by-step guide to implementing SPF and DKIM policies across Pardot (Account Engagement), Salesforce, and Marketing Cloud. Salesforce Email Authentication Definitions Protocols: Email authentication protocols were developed to enhance the security of Simple Mail Transfer Protocol (SMTP) and combat spam. These protocols require careful implementation and verification before sending emails from each platform. How Does Salesforce Email Authentication Work? SPF verifies the email’s authorization by an authenticated sender (Pardot, Marketing Cloud, or Salesforce), while DKIM authenticates the email through the validation of public and private keys. An analogy to gaining access to a nightclub illustrates this process. Like providing a photo ID at a nightclub entry prevents unauthorized entry, SPF and DKIM ensure the legitimacy of the sender. Why Implement Authentication Protocols? Implementing SPF, DKIM, and DMARC offers several benefits: Preparing for SPF/DKIM Setup Before initiating the SPF and DKIM configuration process, collaborate with your organization’s IT department. Obtain a list of domains available for use in the new platform and understand the process of making DNS changes. Align with your IT team on timelines, and communicate your implementation deadline. Depending on your IT policy, the process may take 2-4 weeks. How to Set Up SPF and DKIM in Pardot (Account Engagement) How to Set Up SPF and DKIM in Salesforce How to Set Up SPF and DKIM in Marketing Cloud Thorough email authentication implementation across all Salesforce platforms ensures secure communication and reliable email deliverability. Regular monitoring, troubleshooting, and adherence to best practices contribute to maintaining a positive sender reputation and optimizing email performance. Confused yet? Tectonic can assist with all your Salesforce email authentication needs. Content updated May 2023 to reflect product name changes. 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

June 16, 2021in Salesforce Marketing Cloud, Salesforce Marketing Cloud Account Engagement (Pardot)

09Jun

Leveraging Email Marketing in Account-Based Marketing

Leveraging Email Marketing in Account-Based Marketing (ABM) Strategies Email marketing is a versatile and powerful tool for targeted outreach, and its impact is amplified when integrated into an account-based marketing (ABM) strategy. ABM focuses on delivering highly personalized campaigns to specific high-value accounts rather than casting a wide net over general segments. Combining the precision of ABM with the direct reach of email marketing allows businesses to create impactful, tailored campaigns that drive engagement and conversion. Here’s a closer look at how email marketing can become a cornerstone of your ABM strategy, along with practical tips for success. What is Email Marketing in an ABM Strategy? In the context of ABM, email marketing moves beyond generic outreach to focus on creating tailored experiences for specific accounts. It enables businesses to deliver content and messaging directly to decision-makers within target organizations, addressing their unique pain points and needs. To harness email marketing within ABM, marketers must: Identifying and Segmenting Target Accounts Effective email marketing for ABM begins with identifying the right accounts and dividing them into meaningful segments. Here’s how to approach it: Crafting Highly Personalized Email Campaigns Personalization is the backbone of email marketing in ABM. Tailored messaging ensures that your emails resonate with recipients. Key tactics include: Integrating Email Marketing with Multichannel ABM Email marketing becomes even more effective when paired with other ABM channels. Consider these integration strategies: Measuring Success: Key Metrics to Track To refine your email campaigns and ensure alignment with your ABM goals, track these essential metrics: *See definitions below. Best Practices for Ongoing Improvement By aligning email marketing with your ABM strategy, you can deliver tailored, high-impact campaigns that resonate with decision-makers and drive meaningful results. When executed thoughtfully, email marketing becomes a powerful lever for strengthening relationships with high-value accounts and converting them into loyal customers. Editor’s Note: The formula for calculating click-through rate (CTR) is: CTR = clicks ÷ impressions and CTR = (number of clicks / number of impressions) x 100. CTR is a ratio that shows how often people click on an ad or free product listing after seeing it. For example, if an ad has 5 clicks and 100 impressions, the CTR is 5%. CTR is an important metric because it helps understand what works and what doesn’t when trying to reach a target audience. A low CTR could mean that the wrong audience is being targeted or that the message isn’t persuasive enough. Factors that can affect CTR include: The campaign being run, The keywords being targeted, The channel and purpose of the ad, The industry, and The ad’s position. As of 2023-2024, the average CTR for display advertising campaigns is around 0.5-1%. The formula to calculate an email open rate is: To calculate the open rate, you need two variables: The open rate is a percentage that measures the success of your email marketing campaign. It’s a critical metric that reflects how engaged your audience is with your campaigns. You can use an email open rate calculator to help you determine the effectiveness of your email marketing campaigns. Factors that can influence your email open rate include: The average email open rate across all industries is 17.92%. However, open rates vary from industry to industry and depend on the quality of your email list. By Tectonic Solutions Architect, Shannan Hearne 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

June 9, 2021in Account Based Marketing, Data, Distributed Marketing, Marketing Automation, Salesforce Marketing Automation, Salesforce Marketing Cloud, Salesforce Marketing Cloud Account Engagement (Pardot)

17Mar

What is Email Studio in Marketing Cloud?

Salesforce Email Studio is a robust email marketing tool within Salesforce Marketing Cloud that maximizes the potential of data and automation to establish meaningful customer relationships. This platform enables the automation of transactional communication and facilitates the sending of personalized messages to specific target groups. Customize Account Branding with Sender Authentication Package (SAP): Enhance your account branding through the Sender Authentication Package (SAP), a tool provided by Marketing Cloud. SAP features include custom account branding, a private domain for email sending, a custom domain for CloudPages, a dedicated IP address, and reply mail management. Upon purchasing SAP, you will receive an email from [email protected] 1–2 days after your contract activation. This email includes the SAP Quick Start Guide and a personalized form to set up your SAP. IP Address Warming: When you become a Salesforce Marketing Cloud customer, the assigned sending IP addresses have not been previously used for email delivery. Email service providers are wary of emails from IP addresses lacking a sending history. To establish trust, it is recommended to warm up or ramp up new IP addresses gradually. Microsoft notes that 80% of unrecognized connections attempt to deliver spam or malware, making senders guilty until proven innocent. Warming involves slowly increasing email volume to build around 30 days of sending history, allowing ISPs to recognize and trust the new IP address. Tectonic assists our clients with proper IP warming. Warming Guidance: During the warming period, focus on sending to the most active and engaged subscribers. The initial sends are crucial for ISPs to determine sender IP address reputation. Factors such as list size, quality, and subscriber engagement influence the warming period’s duration. Recommended volume targets can be achieved by splitting large sends, migrating smaller-volume campaigns, or creating non-time-sensitive campaigns specifically for warming. Important Considerations: Adhering to warming guidance is essential to mitigate deliverability risks. It is advised to follow the recommended volume targets and adjust sending practices during warming to avoid suboptimal delivery, deferrals, bulk folder placement, or email blocking. Target Audience Expansion: During the first three weeks, focus on new or actively engaged subscribers. In the fourth week, expand to subscribers with engagement in the last 60 days. Around week six, add subscribers who engaged in the last six months. Beyond six months, consider suppressing unengaged subscribers to minimize spam trap risks. Email Studio Navigation: Use Email Studio’s primary navigation toolbar and navigation pane to access various features. The toolbar is located under the Marketing Cloud header, and the navigation pane can be hidden or resized as needed. Custom navigation allows the creation of horizontal tabs for a more tailored user experience. Email Studio Capabilities: With Email Studio, create and send personalized emails, ranging from basic newsletters to complex campaigns. Deliver promotional, transactional, and triggered messages while tracking and optimizing performance. After setting up domains and importing subscribers, Email Studio empowers users to craft high-quality content for their email campaigns. For more information on Salesforce’s Email Studio, contact a Tectonic representative today. 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

March 17, 2021in Salesforce Marketing Cloud

08Feb

Marketing Cloud Digital Marketing Solution

Salesforce Marketing Cloud is a specialized CRM platform equipped with a range of marketing tools tailored for remote marketers, facilitating effective management of marketing strategies. Marketing Cloud Digital Marketing Solution empowers digital marketers to deliver timely, personalized messages to the right audience across diverse channels. Offering a unique cloud-based marketing platform, Marketing Cloud enables the creation of end-to-end personalized customer experiences, fostering robust marketing automation strategies to enhance sales. Key Features: Marketing Cloud Einstein: Marketing Cloud Einstein builds upon Salesforce Einstein AI, providing modern tools and analytics within the CRM framework. This smart AI suite aids digital marketers in accessing and analyzing real-time customer data. Features include predictive scoring to forecast customer engagement and predictive audiences for targeted segmentation based on behavioral patterns. Platforms in Marketing Cloud: Products in Marketing Cloud: Benefits of Marketing Cloud: Salesforce Marketing Cloud stands out as a comprehensive solution for digital marketers seeking to elevate their strategies and drive sales. With its array of features, platforms, and products, Marketing Cloud offers unparalleled benefits and competitive advantage in the market landscape. 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

February 8, 2021in Analytics Builder, Data, Marketing Automation, Salesforce, Salesforce Einstein, Salesforce Marketing Cloud

13Jan

What is the Difference in Lists and a Data Extensions in Salesforce Marketing Cloud

There are two different methods to store and segment subscriber data within Marketing Cloud: Lists and Data Extensions. Lists have limited functionality, whereas Data Extensions provide full flexibility to store and relate subscriber information. Salesforce Marketing Cloud lists and data extensions are the primary ways to manage your subscriber data. What is the difference between data extension and list in Marketing Cloud? In short, lists are best used for specific email sends lacking advanced data or segmentation, whereas data extensions can be used for basically any type of communication or data management need. If the goal is to organize data with simplicity, go for lists. What is data extension in Marketing Cloud? A data extension is a table that contains your data. With Marketing Cloud Connect, push tracking data from the Marketing Cloud back to your Sales or Service Cloud orgs using Salesforce data extensions (SFDEs). Data extensions are also filterable. What are the data extension limits for Marketing Cloud? There is currently no limit for the amount of rows that can exist within a Data Extension. This means that, without Row Based Data Retention, a Data extension can grow exponentially without any real upper limit. What is a list in Marketing Cloud? Lists are a default way of storing data in Marketing Cloud Email Studio. You can set different attributes for your customers by using lists, which represent a collection of customers and provide a simple method for audience segmentation. These attributes are used to store the position of the customer in a given list. List can be configured to send a welcome email when a subscriber opts in, and can have double opt-in. You will also hear groups mentioned. Groups are smaller segments of a list. When to Opt for Marketing Cloud Data Extensions There are two primary scenarios that distinctly indicate the need for utilizing a data extension rather than a list: Fluctuating Values Over Time: Data Relationship via a 3rd Data Point: 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

January 13, 2021in Data, Salesforce, Salesforce Marketing Cloud

15May

Talkdesk Dialer for Salesforce

Forge Meaningful Customer Connections with Talkdesk Proactive Outbound Engagement™-Talkdesk Dialer for Salesforce Talkdesk Proactive Outbound Engagement™ is a comprehensive suite of outbound voice and digital capabilities integrated into the Talkdesk CX Cloud™ contact center platform. This suite includes versatile dialing modes tailored for every scenario, such as Talkdesk Preview Dialer, Talkdesk Dialer, Advanced Dialer, Talkdesk Dialer for Salesforce, and Automated Notifications. Maximize contact rates by reaching customers when and how they prefer to be contacted while ensuring high-quality interactions that reflect the level of service your customers deserve. Enhance Agent Productivity to Maximize Outbound Success Tools like the Talkdesk Preview Dialer can significantly increase outbound call volume, driving connect rates from 5 to 15 or more per hour and boosting revenue by up to 200-300%. Intelligently manage outbound call pacing to filter out unproductive calls like voicemails, busy signals, and no answers, optimizing agent productivity. Launch Strategic Campaigns Effortlessly Leverage highly configurable dialing options and advanced campaign management tools to maximize contact rates through precise targeting and segmentation. The Advanced Dialer supports customizable campaign and dialing configurations to accommodate virtually any outreach and retry strategy. Empower Agents with Smart Dialing Modes Equip agents with predictive, power, progressive, preview, and agentless dialing modes, complemented by a patented AI-driven answering machine detection algorithm. Salesforce Quick Campaign, part of the Talkdesk Dialer for Salesforce™ product, allows manual selection of Salesforce records for dialing using preview or power dialing modes. Streamlined List Management for Seamless Operations Set up calling lists effortlessly by uploading a CSV file or pushing records from Salesforce, other CRMs, or business systems via an API. Web leads can be seamlessly integrated into ongoing campaigns for immediate dialing, ensuring every hot lead is promptly engaged. Ensure Quality Connections with Talkdesk Dialer for Salesforce™ Talkdesk Dialer, fully embedded within the Salesforce UI, offers power and preview dialing to balance productivity with call quality and personalized customer interactions. Deliver Efficient and Proactive Notifications Go beyond voice calls with Talkdesk Automated Notifications, anticipating customer needs through automated event-triggered SMS notifications. Configure rules and content for each notification to deliver highly personalized messages that enhance efficiency and customer satisfaction. Robust Reporting and Insights While pre-set out-of-the-box reporting tools are currently unavailable for Talkdesk Dialer for Salesforce, Salesforce users can leverage standard Salesforce reporting functionality to create custom reports. Talkdesk Dialer™ is designed to automate the dialing process, maximize outbound call volume, and facilitate meaningful connections with customers while ensuring compliance with regulatory requirements. Learn more about our solutions crafted to optimize every customer interaction at talkdesk.com. 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

May 15, 2020in Salesforce, Salesforce Sales Cloud

17Mar

Causes of Data Loss

Amidst the unprecedented challenges faced by organizations worldwide, many are swiftly enacting their business continuity plans to mitigate operational disruptions. Unquestionably, a cornerstone of these plans is data protection and recovery, especially for companies reliant on Salesforce for critical data storage. The potential impact of data loss or compromise on business operations cannot be overstated and could reverberate throughout the entire organization. Despite the current global situation, it’s essential to recognize that the majority of Salesforce data loss incidents aren’t tied to major disasters. Instead, they often stem from everyday mishaps. The key is to anticipate these incidents and implement robust recovery strategies. Let’s examine the top four causes of data loss in Salesforce, as revealed by insights gathered from 2,000 Salesforce customers: Human Error: Integration Errors: Migration Errors: Bad Code: The repercussions of data loss within an organization are far-reaching, encompassing increased labor costs, reputational damage, revenue loss, and compliance fines. Moreover, the longer Salesforce data remains inaccessible, the greater the risk and costs associated with data loss. To safeguard against such risks, a comprehensive backup and recovery solution is imperative. While native options like the Recycle Bin or Weekly Export offer limited capabilities, a proactive approach, such as leveraging Salesforce AppExchange partner solutions like Own, significantly enhances data protection and recovery readiness. In conclusion, while Salesforce ensures robust platform security and availability, data protection ultimately rests with the end user. As Salesforce discontinues its last-resort data recovery service, organizations must prioritize proactive backup and recovery practices to safeguard critical data and maintain business continuity effectively. Explore comprehensive solutions like Own to bolster your data protection efforts and mitigate the impact of potential data loss incidents. 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

March 17, 2020in Data, Salesforce

13Feb

Salesforce Marketing Cloud Email Studio Explained

While Journey Builder guides your customers’ journey, Salesforce Marketing Cloud Email Studio empowers you with the tools needed to craft the email content for your campaigns and journeys. Featuring robust functionalities, Email Studio facilitates the creation of polished emails, offering customizable elements, scripting languages, and personalized real-time content. With Salesforce Marketing Cloud Email Studio, you can effortlessly build and send personalized emails, ranging from basic newsletters to intricate campaigns. It allows you to deliver various types of messages, including promotional, transactional, and triggered messages, while also providing tracking and optimization tools to enhance performance. What does Email Studio offer? Email Studio enables you to automate transactional communication and send personalized messages to specific target groups. It also supports the delivery of timely triggered messages aligned with customer journey milestones across digital channels. Effortlessly manage content across distribution channels by tagging, searching, and sharing within Email Studio. Additionally, the platform simplifies the creation of a comprehensive customer view by integrating data from any source through powerful contact management. What sets Email Studio apart from Contact Builder? Email Studio introduces the capability of creating folders within your Synchronized Data Extension folder, a feature not available in Contact Builder. This distinction allows you to organize your Synched Data Extensions efficiently by moving them into subfolders. Distinguishing Email Studio from Content Builder: 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

February 13, 2020in Salesforce Marketing Cloud

catch initial traffic source with Google Analytics

16Jan

Capture Initial Traffic Source With Google Analytics

To ensure the proper sequencing of Tags, modify the Tag sequencing in the Google Analytics preview Tag settings. The custom HTML Tag should fire before the Google Analytics Tag. Testing involves deleting stored data from the cookie, enabling the Google Tag Assistant Chrome extension, and refreshing the website page.

January 16, 2020in Data, Google, Google Analytics, Salesforce, Salesforce Data Cloud

12Oct

Salesforce Introduces IoT Explorer Edition

Salesforce Introduces IoT Explorer Edition: A Low-Code Gateway to Smarter Customer Engagement Salesforce is accelerating its Internet of Things (IoT) strategy with the launch of IoT Explorer Edition, a low-code solution designed to help businesses harness IoT data to enhance customer relationships. This new offering builds on Salesforce IoT, the company’s existing platform, by providing an accessible entry point for enterprises looking to experiment with connected devices, sensors, and applications—without requiring deep technical expertise. Why IoT Explorer Edition Matters Many companies have been exploring IoT for years but struggle to turn data into actionable customer insights. “Most customers don’t know what to do with IoT,” says Bo Mangels, Senior Manager of Product Marketing for Salesforce IoT. “They need a way to experiment, analyze data, and connect it back to their business systems.” IoT Explorer Edition solves this by:✔ Capturing real-time device, sensor, and application data✔ Analyzing it within Salesforce’s CRM platform✔ Triggering automated sales, service, and marketing actions Real-World Use Cases Salesforce highlights several early adopters leveraging IoT Explorer Edition: A Strategic Shift: Selling IoT to Business Teams, Not Just IT According to Christian Renaud, Research Director of IoT at 451 Research, Salesforce is taking a unique approach by marketing IoT to sales and service teams—not just IT. “Salesforce is positioning IoT as a business-outcome driver,” says Renaud. “Instead of competing with tech vendors, they’re up against business process firms like Accenture and Deloitte.” Why Start with IoT Explorer Edition? Adopting IoT at scale requires a complete business transformation—but companies need a low-risk starting point. “You don’t overhaul your entire organization overnight,” Renaud explains. “IoT Explorer lets businesses run pilot projects, prove value quickly, and scale from there.” The Bottom Line With IoT Explorer Edition, Salesforce is lowering the barrier to IoT adoption, helping businesses:🚀 Turn device data into customer insights🤖 Automate service and sales triggers📈 Drive smarter, proactive engagement For enterprises still figuring out their IoT strategy, this could be the perfect first step toward a more connected, intelligent future. 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

October 12, 2017in Data, Enterprise, Salesforce

05Jun

Service Cloud with AI-Driven Intelligence

Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, and Salesforce’s CRM platform is no exception. Just a week after introducing a predictive decision-making tool in Marketing Cloud, Salesforce has unveiled a new Intelligence Engine for Service Cloud, designed to optimize customer interactions for service teams. One of the standout features is Intelligent Business Processes, which enables companies to assign cases dynamically based on agent expertise, case history, availability, or the channel through which the request originated. The system can also automate workflow triggers—escalating cases beyond support to sales or marketing. For example, high-value leads can be routed directly to top-performing sales teams for upsell opportunities. Intelligent Workload Management further enhances Service Cloud’s capabilities by automating case distribution across agents based on workload and skill set. Instead of manually assigning cases, the system ensures that tasks are balanced in real time. If an agent is engaged in a video consultation, for instance, new cases will be temporarily paused from reaching their queue until they become available. To improve customer experience, Seamless Omni-Channel Customer View ensures continuity across channels. If a customer initially reaches out via email but later requests a video chat, they’ll be routed to the same agent—eliminating the need to repeat information or restart the conversation. These innovations do more than just optimize service operations; they help businesses tailor customer interactions in a meaningful way, says Denis Pombriant, managing principal at Beagle Research Group. “Businesses often prioritize transactions, but customers need process—because process informs them about their needs and vendor capabilities,” Pombriant explains. “Using marketing analytics to identify customer needs from multiple data sources allows vendors to better understand their audience and provide the right solutions.” Many automated systems neglect this process-driven approach, instead focusing solely on transactions. Salesforce’s Intelligence Engine aims to bridge that gap. Service Cloud is priced at $135 per user, per month, while the Intelligence Engine will be generally available later this year—with pricing yet to be announced. Businesses interested in early access can contact their Salesforce account executive to join the pilot program. 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

June 5, 2015in Data, Enterprise, Salesforce

Trigger

Salesforce Introduces IoT Explorer Edition

Recent Posts

Salesforce Data Cloud Hits $900M in Revenue

Understanding Total Addressable Market

The Evolution Beyond AI Agents

Salesforce Doubles Down on Trust

AgentForce Flex Pricing

Contact Us

Be in touch today — and start your business on a path to success.

Category

Archives