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AI Agent Rivalry
19Jan

Generative AI in CX

Generative AI in CX: Opportunities and Challenges Generative AI offers the promise of transformative efficiency and innovation in customer experience (CX). However, businesses face significant hurdles in adopting the technology, including budget constraints, compliance challenges, and internal alignment issues. A Growing Gap Between Innovation and AdoptionCX technology vendors often outpace their customers in releasing advanced features. With generative AI, this gap feels wider than ever. For example, Zendesk’s CX Trends 2025 report revealed that over 25% of surveyed businesses have delayed AI adoption due to budgetary, knowledge, or organizational support barriers. Similarly, an October survey by NTT Data found that more than half of senior IT decision-makers had yet to align generative AI strategies with business goals. While only 39% of respondents reported significant investments in generative AI, most companies remain in early phases, such as pilots and trials. Some businesses, however, have no plans to invest at all. Early Adoption in CXDespite these challenges, early adopters are exploring generative AI applications in customer service and contact centers. AI-powered bots, or “agents,” are proving effective in summarizing answers and improving efficiency. However, deploying these agents requires substantial preparation, such as organizing customer data and defining roles and processes—a significant task for many IT teams. John Seeds, CMO at TTEC Digital, emphasized the importance of using generative AI internally first:“We start by addressing inconsistencies and cleaning up data. Once that’s done, businesses can present it effectively to reduce inbound calls and enhance self-service in contact centers.” Expanding Beyond Customer ServiceGenerative AI is also being embraced by marketing and e-commerce teams. Platforms like Salesforce, Google, and Sitecore have introduced tools that assist with campaign ideation and content creation. While these tools don’t always produce polished outputs, they serve as powerful starting points for creatives. The Generative AI RevolutionAI has been a staple in CX for years, powering analytics, natural language processing, and automation. But the release of OpenAI’s ChatGPT in late 2022 revolutionized the field. John Ball, SVP at ServiceNow, noted:“Generative AI has removed the need for handcrafting every dialogue or intent model. It opens up possibilities for chat and email recommendations without requiring as much manual setup.” Similarly, Salesforce AI executives, including Silvio Savarese, highlighted the technology’s unprecedented adoption:“It was incredible to see how quickly generative AI captured global attention,” Savarese said. Questions of Autonomy and TrustThe rise of AI agents introduces questions about trust and autonomy. Can bots make decisions that keep customers happy? What happens if they make mistakes? As companies explore these possibilities, many are focusing on augmenting human workflows rather than replacing them entirely. For example, Trimedx plans to use ServiceNow’s generative AI to automate report generation for its clinical hardware in hospitals. This application aims to save time while supporting human decision-making. Similarly, Siemens has deployed its own AI “bionic agent” to handle tasks like supply chain management, with generative AI accelerating customization and productivity. Regulatory and Ethical ConsiderationsAs adoption grows, so do concerns around compliance and copyright. The Biden administration’s recent CX-related regulations, including a ban on junk fees, could influence how AI is integrated into business processes. Additionally, initiatives like Adobe’s Content Authenticity Initiative aim to ensure transparency in AI-generated content by providing tools to verify the origins and editing history of digital assets. The Road AheadGenerative AI holds immense potential to transform CX by improving efficiency, reducing costs, and driving innovation. However, businesses must address challenges in data readiness, compliance, and ethical usage to fully realize its benefits. While early adopters are making strides, widespread success will depend on thoughtful implementation and alignment with organizational goals. 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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January 19, 2025in Data, Generative AI, Google, Salesforce, Technology0 Comments
Amazon Q Business
12Jan

Amazon Q Business

Amazon Q Business: Revolutionizing Enterprise Productivity with Generative AI and Plugins Amazon Q Business is a generative AI-powered assistant that empowers employees by solving problems, generating content, and offering actionable insights from across enterprise data sources. In addition to its robust search capabilities across indexed third-party services, Amazon Q Business enables real-time access to dynamic data like stock prices, vacation balances, and location tracking through its plugins. These plugins also allow employees to perform direct actions—such as prioritizing service tickets—within enterprise applications, all through a single interface. This eliminates the need to toggle between systems, saving valuable time and increasing productivity. This insight delves into how Amazon Q Business plugins seamlessly integrate with enterprise applications through built-in and custom configurations. We’ll explore: Simplifying Enterprise Tasks with Plugins Amazon Q Business enables users to access non-indexed data—such as calendar availability, stock prices, or PTO balances—and execute actions like booking a meeting or submitting PTO using services like Jira, ServiceNow, Salesforce, Fidelity, Vanguard, ADP, Workday, and Google Calendar. This unified approach streamlines workflows and minimizes reliance on multiple apps for task completion. Solution Overview Amazon Q Business connects to over 50 enterprise applications using connectors and plugins: Plugins are categorized into two types: Built-in Plugins Amazon Q Business supports more than 50 actions across applications: Category Application Sample Actions Ticketing ServiceNow Create, update, delete tickets Zendesk Suite Search, create, update tickets Project Management Jira Cloud Read, create, update, delete issues Smartsheet Search and manage sheets and reports CRM Salesforce Manage accounts, opportunities, and cases Communication Microsoft Teams Send private or channel messages Productivity Google Calendar Find events, list calendars Salesforce Plugin Example The Salesforce plugin allows users to: Configuration Steps: Custom Plugins For scenarios not covered by built-in plugins, custom plugins enable seamless integration with proprietary systems. For example: HR Time Off Plugin Example This plugin allows employees to: Setup Steps: End-to-End Use Cases 1. Salesforce Integration Sam, a Customer Success Manager, retrieves high-value opportunities using the Salesforce plugin. She creates a new case directly from the Amazon Q interface, enhancing efficiency by reducing application switching. 2. ServiceNow Ticket Management Sam uses Amazon Q Business to resolve a laptop email sync issue. After referencing indexed IT documentation, she creates a ServiceNow ticket and escalates it directly through the plugin interface. 3. HR System Integration Sam checks her PTO balance and submits a vacation request using the HR Time Off custom plugin, ensuring seamless task completion without switching to another app. Impact on Workflow Efficiency Amazon Q Business plugins simplify workflows by: Conclusion Amazon Q Business plugins represent a transformative step in automating enterprise workflows and enhancing employee productivity. From preconfigured integrations to custom-built solutions, these plugins provide unparalleled flexibility to adapt to diverse business needs. How can Amazon Q Business transform workflows in your organization? Whether through built-in integrations or custom solutions, explore the power of Amazon Q Business plugins to unlock new levels of efficiency. Share your feedback and use cases to inspire innovation across enterprises! 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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January 12, 2025in Data, Enterprise, Generative AI, Google, Salesforce0 Comments
Integrate Digital Delivery and Human Connection
21Dec

Types of Salesforce Integration

Types of Salesforce Integration: A Comprehensive Guide As a leading CRM platform, Salesforce is often required to integrate with other systems to deliver a seamless experience and ensure efficient business operations. Whether it’s syncing data, automating workflows, or enabling real-time communication, Salesforce provides robust integration methods tailored to various needs. In this guide, we’ll explore the different types of Salesforce integrations, their practical applications, and how to choose the right approach for your business. Why Integrate Salesforce? Integrating Salesforce with other systems empowers businesses to: Types of Salesforce Integration 1. Data Integration Ensures data consistency between Salesforce and external systems, enabling seamless synchronization. 2. Process Integration Links workflows across systems, ensuring actions in one system trigger automated processes in another. 3. User Interface (UI) Integration Combines multiple applications into a single interface for a unified user experience. 4. Application Integration Connects Salesforce with external apps for real-time data exchange and functional synchronization. 5. Real-Time Integration Facilitates instant synchronization of data and events between Salesforce and external systems. 6. Batch Integration Processes large data volumes in chunks, typically during off-peak hours. 7. Hybrid Integration Combines multiple integration types, such as real-time and batch, to handle complex requirements. Tools for Salesforce Integration Native Salesforce Tools: Third-Party Tools: Best Practices for Salesforce Integration Conclusion Salesforce integration is essential for streamlining operations and unlocking business potential. With options like data, process, and real-time integration, Salesforce offers the flexibility to meet diverse needs. By adopting the right integration approach and adhering to best practices, businesses can create a unified, efficient ecosystem, enhancing operations and improving customer experience. Whether integrating with ERP systems, marketing tools, or support platforms, Salesforce provides the tools to make integration seamless and impactful. 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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December 21, 2024in Data, Enterprise, Marketing Automation, Mulesoft, Salesforce, Salesforce Flow0 Comments
GoTo Adds AI Integration
21Nov

GoTo Adds AI Integration

GoTo Adds AI-Powered Integrations to GoTo Connect for Enhanced CRM Connectivity GoTo has introduced advanced AI-driven integrations between its GoTo Connect platform and major CRM systems to deliver seamless connectivity and improve customer experience (CX) across various channels. GoTo Connect’s newly integrated CRM platforms include Salesforce, HubSpot, Zoho, ServiceNow, MS Dynamics, Freshdesk, Zendesk, and more, enabling businesses to manage customer interactions more effectively. Enhanced Customer Relationship Management Olga Lagunova, Chief Product and Technology Officer at GoTo, emphasized the impact of these integrations on customer relationships:“Working across multiple systems can be inefficient and time-consuming, detracting from valuable customer service time. Our new GoTo Connect integrations enhance how businesses interact with customers by centralizing workflows within the platform,” Lagunova noted. “Our AI capabilities, like call summaries and recordings stored directly in CRMs, empower teams to work smarter within their preferred tools.” New AI-Driven Features With this update, GoTo Connect automatically generates and stores AI-based call summaries and transcriptions within CRM contact records. This streamlined process gives teams faster access to comprehensive customer profiles, reducing manual tasks and increasing efficiency. The system also stores call and message details automatically in the CRM, maintaining a full history of interactions to support a seamless customer journey. A recent Zendesk study cited by GoTo revealed that over 70% of customers are frustrated by needing to repeat information to different service agents. GoTo Connect addresses this by providing agents with a unified view of customer data and current conversations, helping reduce silos and improve service quality. Streamlined Workflows and Insights Beyond call summaries, GoTo Connect’s integration offers screen pop-ups displaying customer details for agents, contact syncing, click-to-call features, call and messaging logs, and voicemail transcriptions. These features help teams respond more promptly and accurately to customer inquiries. Expanding on GoTo Connect CX In related news, GoTo recently launched GoTo Connect CX, combining its virtual phone system with AI-powered tools to create enhanced, efficient CX solutions for businesses of all sizes, while reducing operational costs. The new integrations and GoTo Connect CX are now available to all GoTo Connect customers, reflecting GoTo’s commitment to unifying customer service tools for a better, more connected experience. 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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November 21, 2024in Data, Salesforce, Technology
Zendesk Launches AI Agent Builder
10Oct

Zendesk Launches AI Agent Builder

Zendesk Launches AI Agent Builder and Enhances Agent Copilot Zendesk has unveiled its AI Agent Builder, a key feature in a series of significant updates across its platform. This new tool enables customer service teams to create bots—now referred to as “AI Agents”—using natural language descriptions. For example, a user might input: “A customer wants to return a product.” The AI Agent Builder will recognize the scenario and automatically create a framework for the AI Agent, which can then be reviewed, tested, and deployed. This framework might include essential steps like checking the order number, verifying the items for return, and cross-referencing the return policy. Matthias Goehler, CTO for EMEA at Zendesk, explains, “You can define any number of workflows in the same straightforward manner. The best part is that business users can do this without needing to design complex flowcharts or decision trees.” However, developers may still need to consult an API when creating AI Agents that interact with multiple third-party applications. Other Enhancements to Zendesk’s AI Agents The AI Agent Builder simplifies the automation of customer interactions that involve multiple steps. For more straightforward queries, Zendesk can connect a single AI Agent to trusted knowledge sources, allowing it to autonomously provide answers. Recently, the vendor has expanded this capability to email and strengthened its partnership with Poly.AI to integrate conversational AI capabilities into the voice channel. Goehler remarked, “When I first heard a Poly bot, I thought it was a human; it even had subtle dialects and varied pacing.” This natural-sounding voice, combined with real-time data processing, enables the bot to understand customer intent and guide them through various processes. Zendesk aims to help customers automate up to 80 percent of their service inquiries. However, Goehler acknowledges that some situations will always require human intervention, whether due to case complexity or customer preferences. Therefore, the company continues to enhance its Agent Copilot, which now includes several new features. The “Enhanced” Zendesk Agent Copilot One of the most exciting new features in Agent Copilot is its “Procedure” capability. This allows contact centers to define specific procedures for the Copilot to execute on behalf of live agents. Users can specify these procedures in natural language, such as: “Do this first, then this, and finally this.” During live interactions, agents can request the Copilot to carry out tasks like scheduling appointments or sending shipping labels. The Copilot can also proactively suggest procedures, share recommended responses, and offer guidance through its new “auto-assist” mode. While the live agent remains in control, they can approve the Copilot’s suggestions, allowing it to handle much of the workload. Goehler noted, “If the agent wants to adjust something, they can do that, too. The AI continues to suggest steps and solutions.” This feature is particularly beneficial for companies facing high staff turnover, as it allows new agents to quickly adapt with consistent, high-quality guidance. Zendesk has also introduced Agent Copilot for Voice, making many of its capabilities accessible during customer calls. Agents will receive live call insights and relevant knowledge base content to enhance their interactions. Elsewhere at Zendesk 2024 has been a transformative year for Zendesk. The company has entered the workforce engagement management (WEM) market with acquisitions of Klaus and Tymeshift. This follows the integration of Ultimate, which laid the groundwork for the new Zendesk AI Agents and significantly enhanced the vendor’s conversational AI expertise. Additionally, Zendesk has developed a customer messaging app in collaboration with Meta, established a venture arm for AI startups, and announced new partnerships with AWS and Anthropic. Notably, Zendesk has gained attention for introducing an “industry-first” outcome-based pricing model. This move is significant as many CCaaS and CRM vendors, facing pressure from AI solutions that reduce headcounts, have traditionally relied on seat-based pricing models. By adopting outcome-based pricing, Zendesk ensures that customers only pay more when they achieve desired outcomes, addressing a key challenge in the industry. 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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October 10, 2024in Data
CXM
18Sep

CXM

XM Software Providers Set to Replace Point Solutions with Multifunction Suites By 2028, Enterprises Will Transition to Comprehensive CXM Solutions, According to New ISG Research According to new research from Information Services Group (ISG) (Nasdaq: III), companies are expected to shift from various customer experience (CX) point solutions to comprehensive, cross-functional suites by 2028. This transition aims to manage CX at the enterprise level more effectively. Keith Dawson, Director of Customer Experience Research at ISG, explains, “Enterprises recognize the need for platforms that manage the entire customer lifecycle. We are witnessing the rise of tools that integrate communication components with analytic assessments of customer value, loyalty, and intent, marking a significant shift in the marketplace.” The ISG Buyers Guide™ for Customer Experience Management (CXM) defines CXM as a suite of applications on a unified platform that provides a comprehensive view of customer activity and enables management of that activity across departments. The report notes that the mix of applications in a software provider’s suite often reflects their historical expertise and origins. CXM addresses the limitations of traditional Customer Resource Management (CRM) software, which has been more departmental and application-centric. In contrast, CXM focuses on the customer journey and interactions across all channels. The report highlights challenges in comparing similar offerings from different providers due to their varied origins and expertise. The range of functionality across CXM products often reflects their diverse components, users, and use cases. ISG identifies five core areas of platform functionality in CXM software: knowledge management, resource management, automation, analytics, and customer journey management. However, CXM software is still developing, and it is uncommon to find a single solution that excels in all five areas. Many providers start with their core strengths and expand their capabilities over time. The ISG Buyers Guide evaluates CXM software providers based on support for analytics, customer journey management, knowledge management, CRM platform support, operational resource management, and process control and optimization. To be included in the CXM Buyers Guide, products must cover at least three of the four areas: resource management, automation, analytics, and customer journey management. Separate guides on Customer Journey Management (CJM) and Knowledge Management (KM) are available for more specific analysis. For its 2024 Buyers Guides, ISG assessed 19 providers, including Adobe, eGain, Emplifi, Freshworks, Genesys, HubSpot, Microsoft, Nextiva, NICE, Oracle, Qualtrics, Salesforce, SAP, ServiceNow, Sprinklr, SugarCRM, Verint, Zendesk, and Zoho. The top three software providers in each category are: Mark Smith, Partner at ISG Software Research, notes, “Managing customer experience is crucial for every organization, yet many lack the technology to orchestrate the customer journey across channels. The Buyers Guide for CXM offers insights to help businesses understand, optimize, and select software providers that move beyond the limitations of traditional CRM systems.” The ISG Buyers Guides for CXM, CJM, and KM are based on over a year of market research. The research is independent and not influenced by software providers, aiming to help enterprises optimize their software investments. For more details, visit the ISG Buyers Guides to read executive summaries and request full reports. About ISG Software Research ISG Software Research, formerly Ventana Research, delivers expert market research and analysis on business and IT software. The firm provides consulting, advisory, research, and education services for enterprises, software and service providers, and investment firms. For more information and to join the community, visit Ventana Research. About ISG ISG (Information Services Group) (Nasdaq: III) is a global technology research and advisory firm specializing in digital transformation services. With a client base of over 900 organizations, ISG helps clients achieve operational excellence and growth. The firm’s expertise spans AI and automation, cloud and data analytics, sourcing advisory, and more. Founded in 2006 and based in Stamford, Conn., ISG employs 1,600 professionals in over 20 countries. For more information, visit ISG. 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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September 18, 2024in Salesforce
Everyone Is Implementing AI
12Aug

Everyone Is Implementing AI

AI is undoubtedly a generational change in software, with its full trajectory still unpredictable. There is a perceived divide between the “Haves” and “Have Nots.” Companies like OpenAI, Microsoft, and Databricks are seen as understanding AI’s potential, with Nvidia providing the necessary hardware support. Many hot start-ups are Gen AI native, continuing to attract unicorn valuations. Meanwhile, several SaaS leaders appear to be lagging behind. We say, Everyone Is Implementing AI. Marc Benioff stated in their latest quarterly call: “Now, we’re working with thousands of customers to power generative AI use cases with our Einstein Copilot, our prompt builder, our Einstein Studio, all of which went live in the first quarter. And we’ve closed hundreds of copilot deals since this incredible technology has gone GA. And in just the last few months, we’re seeing Einstein Copilot develop higher levels of capability. We are absolutely delighted and cannot be more excited about the success that we’re seeing with our customers with this great new capability.” Everyone Is Implementing AI However, it remains unclear whether simply adding AI to classic B2B SaaS products accelerates growth. Despite significant investments in AI, companies like Salesforce, Asana, and ZoomInfo are growing at less than 10% annually. The main point is that while “AI Washing” might impress some investors, AI must significantly accelerate revenue growth to achieve more than market parity. It is essential to see how AI can add real value and integrate it effectively. But AI alone may not be a growth accelerant. Everyone Is Implementing AI Recent data from Emergence Capital shows that 60% of VC-backed SaaS companies have already released GenAI features, with another 24% planning to do so. Achieving “AI Parity” is crucial, but simply adding GenAI features may not be disruptive in the B2B space. Companies must go further to stand out, despite the challenges. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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August 12, 2024in Generative AI
AI All Grown Up
10Aug

Generative AI Tools

One of the most significant use cases for generative AI in business is customer service and support. Most of us have likely experienced the frustration of dealing with traditional automated systems. However, today’s advanced AI, powered by large language models and natural language chatbots, is rapidly improving these interactions. While many still prefer human agents for complex or sensitive issues, AI is proving highly capable of handling routine inquiries efficiently. Here’s an overview of some of the top AI-powered tools for automating customer service. Although the human element will always be essential in customer experience, these tools free up human agents from repetitive tasks, allowing them to focus on more complex challenges requiring empathy and creativity. Cognigy Cognigy is an AI platform designed to automate customer service voice and chat channels. It goes beyond simply reading FAQ responses by delivering personalized, context-sensitive answers in multiple languages. Cognigy’s AI Copilot feature enhances human contact center workers by offering real-time AI assistance during interactions, making both fully automated and human-augmented support possible. IBM WatsonX Assistant IBM’s WatsonX Assistant helps businesses create AI-powered personal assistants to streamline tasks, including customer support. With its drag-and-drop configuration, companies can set up seamless self-service experiences. The platform uses retrieval-augmented generation (RAG) to ensure that responses are accurate and up-to-date, continuously improving as it learns from customer interactions. Salesforce Einstein Service Cloud Einstein Service Cloud, part of the Salesforce platform, automates routine and complex customer service tasks. Its AI-powered Agentforce bots manage “low-touch” interactions, while “high-touch” cases are overseen by human agents supported by AI. Fully customizable, Einstein ensures that responses align with your brand’s tone and voice, all while leveraging enterprise data securely. Zendesk AI Zendesk, a leader in customer support, integrates generative AI to boost its service offerings. By using machine learning and natural language processing, Zendesk understands customer sentiment and intent, generates personalized responses, and automatically routes inquiries to the most suitable agent—be it human or machine. It also provides human agents with real-time guidance on resolving issues efficiently. Ada Ada is a conversational AI platform built for large-scale customer service automation. Its no-code interface allows businesses to create custom bots, reducing the cost of handling inquiries by up to 78% per ticket. By integrating domain-specific data, Ada helps improve both support efficiency and customer experience across omnichannel support environments. More AI Tools for Customer Service There are numerous other AI tools designed to enhance automated customer support: While AI tools are transforming customer service, the key lies in using them to complement human agents, allowing for a balance of efficiency and personalized care. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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August 10, 2024in AI Tools, Data, Enterprise, Generative AI, Salesforce, Salesforce Einstein
Global Medical Device Sales CRM Software Market
01Jul

Global Medical Device Sales CRM Software Market

Exploring the Global Medical Device Sales CRM Software Market: A Comprehensive Analysis The primary objective of this market research report turned Tectonic insight is to analyze the market environment and dynamics of the Global Medical Device Sales CRM Software Market. Of course at Tectonic we are partial to Salesforce. Travel into the Global Medical Device Sales CRM Software Market Venturing into the realm of the Global Medical Device Sales CRM Software Market reveals an enriching journey of exploration and discovery. This extensive research initiative explores deep into the nuances of the Medical Device Sales CRM Software industry, offering valuable insights on market trends, growth potentials, competitive dynamics, and the profound and continued influence of COVID-19. Through a detailed examination, the report constructs a structured narrative encompassing essential themes, methodologies applied, services provided, market valuation insights, and compelling reasons to attract investors to this narrative. Insights Enclosed in the Global “Medical Device Sales CRM Software Market” Report Medical Device Sales CRM Software Market Segmentation Methodologies & Tools Employed Market Valuation & CAGR Statistics The report details market value figures and Compound Annual Growth Rates (CAGRs), reflecting specific reports analyzed and varying timeframes reviewed for precise statistical comparisons. Unpacking COVID-19’s Influence The report unveils how pandemic upheavals have impacted facets such as consumer behaviors, supply chain disruptions, and broader shifts in overall marketplace dynamics. Key Players in the Medical Device Sales CRM Software Market Force Manager, Salesforce, Netsuite, Veeva Multichannel CRM, HubSpot, Pipedrive, SPOTIO, LeadSquared, PatientPop, Thryv, Zoho CRM, ChannelTrace, AcuityMD, Solo Fire, Showpad, Penrod, ConnectSx, Zendesk Sell, HashMicro, Insightly, Creatio, MaximizerCRM. Investors’ Potential Benefits In conclusion, this exhaustive exploration into the multifaceted realm of the global Medical Device Sales CRM Software marketplace offers invaluable insights into industry dynamics. It paves an informed path for decision-making processes and strategic planning endeavors for stakeholders, whether from large corporations or small businesses. About Orbis Research Orbis Research (orbisresearch.com) serves as a single point aid for all market research requirements, specializing in delivering customized reports tailored to clients’ needs. With a vast database of reports from leading publishers and authors worldwide, Orbis Research ensures accuracy and specialization in industries and verticals, enabling clients to map their specific market research needs effectively. 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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July 1, 2024in Salesforce Health and Life Sciences Solutions, Salesforce Implementation Services
Salesforce Unified Knowledge
07May

Salesforce Unified Knowledge

Salesforce Inc. is introducing a novel feature within its Data Cloud data lake, addressing the growing need for organizations to develop their own artificial intelligence models. This new feature, termed Unified Knowledge, integrates data from various third-party sources into the Data Cloud, facilitating the collection and curation of data crucial for training AI models, particularly for customer service agents. Unified Knowledge enables the importation of unstructured data into the Data Cloud, where it undergoes transformation, tagging, and quality assurance processes. This feature, developed in collaboration with Zoomin, primarily targets the enhancement of Salesforce’s Einstein for Service customer support application. However, its data integration capabilities extend to other Salesforce applications like Sales Cloud, Health Cloud, Financial Services Cloud, and Field Service. The administrative setup process for Unified Knowledge is described as relatively straightforward. Within Salesforce’s knowledge management tool, tagging tools are available, and once content is integrated into the system, much of the content can be automatically processed. Data from external sources such as Microsoft’s SharePoint, Atlassian’s Confluence, Google Drive and YouTube, Amazon Web Services’ S3 storage, Adobe’s Experience Platform, Guru Technologies’ Guru, Zendesk’s customer service platform, and company websites can be utilized to train customer-facing answer bots, streamline employee access to internal information, and facilitate quick searches within company knowledge bases. Unified Knowledge is available in a free beta test for Salesforce customers with Service Cloud Unlimited Edition, Einstein 1 Service Edition, or the Knowledge Add-On. A freemium version of Unified Knowledge will continue to be included with those applications, with Salesforce Lightning Knowledge being a requirement and Classic Knowledge not being supported. In essence, Unified Knowledge aims to consolidate organizational knowledge from disparate third-party systems into Salesforce, thereby improving service agent efficiency, resolving customer cases faster, and enhancing the quality and accuracy of generative AI content. By Tectonic Salesforce Marketing 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 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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May 7, 2024in Generative AI, Salesforce, Salesforce Data Cloud, Salesforce Experience Cloud, Salesforce Optimization
06Jun

Race to AI for CX

AI emerges as a transformative force revolutionizing the customer experience (CX) landscape in the dynamic world of global e-commerce. Its ability to handle extensive data and facilitate large-scale automation empowers brands to offer tailored and seamless CX journeys, fostering customer loyalty and satisfaction. The great race to AI for CX is upon us. In the era of rapid technological advancements, organizations worldwide are in a race to integrate AI-driven capabilities across their operations. The widespread adoption of AI is fueled by its recognition not just as a technological advancement but as a strategic imperative. Businesses invest in AI to enhance operational productivity, reduce costs, elevate customer experiences, and maintain competitiveness. AI’s impact on customer experience extends to substantial improvements in Customer Relationship Management (CRM) systems. Automation of tasks like data entry, lead scoring, and follow-up reminders, coupled with intelligent insights such as predicting high-converting leads, empowers sales teams to optimize their efforts. Considering the pivotal role customers play for every business, CRM has become a launchpad for AI-led transformations throughout enterprises. Businesses swiftly integrate AI-powered experiences into sales, marketing, service, and e-commerce use cases. However, for AI investments to meet expectations, they must be built on robust data practices and trust. Data readiness, reflecting an organization’s preparedness to access and use quality data across its business, is crucial for successful AI outcomes. Ensuring trust in AI, free from data-security concerns or incorrect outcomes, is equally essential. Many companies, lacking mature data practices for advanced AI capabilities like generative AI (genAI), express significant trust concerns; nevertheless, the imperative to progress prompts continued AI investments. The deployment of AI-powered chatbots enables customer service teams to deliver convenient, 24/7 support. These chatbots, exemplified by Zendesk bots, operate round the clock, offering real-time assistance even when support agents are offline. Generative AI-powered conversational bots enhance customer self-service, reduce resolution times, and improve satisfaction by maintaining case-specific tonality and context in real time. Personalized marketing, beyond being a trend, has become a cornerstone strategy for businesses aiming to establish profound connections with their audiences. Crafting messages that resonate personally not only captures attention but also cultivates conversations and fosters lasting brand loyalty. In a digital age where user experience can make or break a brand, strategic partnerships become crucial. The race to AI for CX is on and you can’t afford to be left behind. Enhancing digital user experiences often requires collaboration with specialized partners. Regpack, a versatile payment and registration solution, exemplifies this approach by collaborating with Webeo, specialists in B2B website personalization. This partnership resulted in a 565% increase in site conversion, a 302% rise in average time spent on the site, and a significant 30% drop in bounce rates. Webeo’s personalization software enabled Regpack to identify and adapt to the diverse needs of its clientele through advanced behavioral personalization techniques. Race to AI for CX AI’s impact on marketing extends beyond being an add-on tool, serving as a fundamental game-changer for crafting bespoke customer experiences. AI seamlessly bridges the digital and physical realms, particularly in ecommerce and retail sectors, dynamically adapting products and content based on consumer behavior. AI-driven technologies interpret vast data points, allowing brands to offer hyper-personalized interactions. Real-time data analysis and pattern recognition capabilities make AI a powerful tool for creating engaging and emotionally resonant personalized experiences. In essence, AI architects a new era in marketing, where experiences are not merely personalized but dynamically respond to evolving consumer desires and expectations. Leveraging AI, brands can create narratives that consumers feel intrinsically part of, fostering profound connections. For instance, Calian IT & Cyber Solutions employs personalized marketing tactics to understand and address the unique challenges and needs of each business they serve, fostering strong, long-term relationships with clients. The key takeaway for marketers is clear – the era of generic messaging is fading. A more nuanced, data-driven, and empathetic approach is emerging. Brands that embrace this shift, continuously innovate, and create experiences that customers feel a part of will thrive. As technology advances and consumer expectations evolve, mastering the art of personalization becomes crucial to redefine the marketing landscape. Key Strategies for Exceptional Customer Experience with AI: AI and Customer Experience (CX): AI impacts the entire customer journey, from predictive and prescriptive analytics to sentiment analysis, journey mapping assistance, orchestration, dynamic pricing, virtual try-ons, and augmented reality, providing an interactive and engaging shopping experience. AI and Employee Experience (EX): Efficiencies introduced by AI in employee tasks directly benefit customers. When repetitive tasks are automated, employees gain time for critical and value-added tasks, leading to increased productivity, reduced workload, fewer errors, and improved job satisfaction. Delivering Exceptional Customer Experience with AI: As customer expectations evolve, AI offers a scalable approach for brands to exceed expectations, resulting in memorable customer experiences shaped by clear communication, seamless journeys, and engaging personalized interactions. The transformative potential of AI for CX success is evident in its ability to reshape the marketing landscape. 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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June 6, 2023in Salesforce Einstein
clock
19Jun

Salesforce Integrations for Sales and Marketing Teams

What do Salesforce integrations entail? Salesforce Integrations for Sales and Marketing Teams. Salesforce integrations involve establishing connections between Salesforce and various third-party applications, ranging from marketing automation tools and customer service software to accounting programs. This seamless exchange of data between platforms serves to enhance Salesforce’s overall functionality. How extensive is Salesforce’s integration ecosystem? Salesforce boasts a robust integration ecosystem, with over 3,000 integrations available on its AppExchange marketplace. Beyond these, users can leverage: Salesforce Integrations for Sales and Marketing Teams While there isn’t a one-size-fits-all list of essential Salesforce integrations for sales and marketing, we’ve curated a selection of widely-used integrations across various categories: These integrations cater to diverse needs within sales and marketing, facilitating efficient data handling, analytics, communication, project management, and more. 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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June 19, 2022in Google Analytics, Mulesoft, Salesforce Development Services, Salesforce Slack
Salesforce Integration
04Apr

Salesforce Integrations for Sales and Marketing Teams

First Understand Salesforce Integrations Salesforce integrations involve establishing seamless connections between Salesforce and diverse third-party applications. These applications range from marketing automation tools and customer service software to accounting programs. The purpose is to facilitate a smooth exchange of data, ultimately enhancing Salesforce’s overall functionality. Salesforce integrations for sales and marketing teams brings all the applications needed for the relationship with prospects into one place. Salesforce’s Integration Ecosystem While Salesforce boasts a robust integration ecosystem, featuring over 3,000 integrations available on its AppExchange marketplace. Users can leverage various integration approaches: Salesforce Integrations for Sales and Marketing While there’s no complete universal list of essential Salesforce integrations for sales and marketing, several widely-used integrations cater to diverse needs: No-code Data Automation Integrations: Analytics and Reporting Integrations: Email Marketing Automation Integration: Data Storage Integration: Communications Apps Integrations: Project Management Tools Integration: Account Management Integration: CRM Tools Integration: Helpdesk Integrations: Feedback Tools Integration: These integrations facilitate efficient data handling, analytics, communication, project management, and more within sales and marketing teams. Integrations for Sales and Marketing Tools Salesforce seamlessly integrates with various tools relevant to Sales and Marketing teams, including but not limited to: Salesforce Integration with Teams and Workday The Salesforce AppExchange Salesforce’s Role in Sales and Marketing Salesforce Marketing Cloud Salesforce and ERP Integration Digital Marketing and Salesforce Salesforce’s Role in Marketing Automation Content updated November 2023. 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 4, 2022in Data, Enterprise, Google, Marketing Automation, Mulesoft, Salesforce, Salesforce Health and Life Sciences Solutions, Salesforce Hospitality Travel and Transportation, Salesforce Manufacturing Automotive Energy, Salesforce Marketing Cloud, Salesforce Optimization, Salesforce Public Sector Solutions, Salesforce Slack
Salesforce Big Data and Travel and Hospitality
13Feb

Salesforce and Zendesk Integration

Zendesk Connection Salesforce and Zendesk integration. Create a remote connection using the Zendesk connector to sync data from Zendesk to Salesforce CRM Analytics. Create Connection Connection Settings All settings require a value, unless otherwise indicated. SETTING DESCRIPTION Connection Name Identifies the connections. Use a convention that lets you easily distinguish between different connections. Developer Name API name for the connection. This name can’t include spaces. The API name is used in your recipes to reference data extracted through this connection. You can’t change the developer name after you create the connection. Description Description Username User name for the Zendesk account. URL Complete URL of the Zendesk account. Enter in the format: <http or https>://<Instance Name>.zendesk.com/<Instance Details>For example:https://blueskysystems.zendesk.com/api/v3 Password Password for the Zendesk account. Salesforce and Zendesk integration Connector Considerations When working with the Zendesk connector, keep these behaviors in mind. 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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February 13, 2018in Salesforce, Salesforce Implementation Services

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