Salesforce, the leading CRM platform, offers a variety of editions tailored to the needs of all types of businesses. From the Starter Suite, ideal for small organizations, to Einstein 1 Sales, which includes advanced AI and collaboration tools, each edition increases in functionality and cost. It is essential to choose the one that best suits the specific needs of each business.
In this second part of Salesforce 101, we’ll dive deeper into the features and see what you can do based on permissions, profiles, and roles. To conclude, we’ll dive into the platform to explore some options and daily activities.
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This Summer Release 2024 brings several improvements designed to optimize the user experience. At Skyplanner we selected those new features that we consider most relevant. These include the ability to create group appointments with Salesforce Scheduler, improvements to search with Einstein Search, as well as new tools for permission and access management.
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Implementing Salesforce requires active commitment and technical expertise. Are you interested in learning how Salesforce Consulting Partners can help you? They can help you to fully implement the platform. Your partner will take care of the details so that you can focus on the development and growth of your business.
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Today, automation and AI are essential pillars of high-performance field service. They enable prompt real-time assignment of mobile workers, route optimization, inventory management, and more. Additionally, they facilitate communication between field and office staff, improves customer experience, and provides analytics for informed decision making.
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Tableau Pulse is the reinvention of the Tableau platform, now powered by Tableau GPT. It combines automated and personalized analysis to facilitate decision-making, simplifying users’ experience with their data within the workflow itself. It uses natural language and visual formats to present information understandably.
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Marketing Cloud Growth Edition is a new iteration of Marketing Cloud designed for small businesses and startups, facilitating unified customer data profiles and integrated management of their operations. In addition, marketing, sales, service, and commerce teams can leverage the full suite of generative AI and Data Cloud to reach customers more efficiently.
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The decision to hire Salesforce Managed Services or a full-time internal team will depend on the aspects and specific situation of your company. In many cases, it is ideal to combine the professionalism of a Salesforce consultant with the experience that your company has on the business logic of its clients.
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Data Cloud is a massive-scale data platform, specially created for managing customer relationships. It channels vast amounts of dynamic customer data from various sources in real time, integrating them under a single identity to provide a unified view of each customer, forming the foundation of Customer 360.
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SkyPlanner Einstein products for Marketing Cloud provide valuable insights into your audience, the optimal time to send messages, engagement frequency, and the most effective content. Additionally, they enable hyper-personalization of every customer interaction, ensuring highly effective campaign creation and maximizing ROI.
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Pro Suite is a comprehensive CRM suite that streamlines business processes through a package of marketing, sales, service, and commerce tools on a unified and user-friendly platform. Specially designed for businesses, it sets itself apart from its predecessor, Starter Suite, with greater customization, automation, and a wider range of advanced capabilities.
Read this postFrom start-ups to Fortune 500s, we help businesses of all sizes get the most out of their Salesforce experience.
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