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.
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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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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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.
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The Prompt Builder is a specialized tool that facilitates effective communication with a Large Language Model (LLM), by creating specific and contextualized prompts. It streamlines content and response generation, speeding up workflows and boosting productivity. Allows you to harness the full potential of generative AI in Salesforce by generating suitable prompts for it.
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Salesforce CPQ implementation is a complex process that requires valuable technical and human resources. However, the benefits of this powerful tool are worthwhile as CPQ streamlines the pricing and quoting process. By guiding this implementation through best practices, you can ensure your company’s transition to a higher level.
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On March 19th, the Miami Salesforce User Groups held its first annual meeting in grand style. These quarterly gatherings are free and open to all CRM users, from beginners to multi-certified experts. The aim is to provide an inclusive environment for sharing best practices and solutions to common problems.
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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