Salesforce Service Cloud

To install and configure Tenfold for Salesforce Service Cloud Voice (BYOT), complete the instructions in the following sections:Supported CRMs:SalesforceSupported PBX systems:Avaya CC Elite (CM/AES) with ACI (to enable real-time call transcriptions)IntroductionService Cloud Voice is a CTI solution natively integrated inside Service Cloud that offers streamlined customer service, Omni-Channel visibility for managers, and AI-driven insights for a better phone-based service experience. By means of the Bring Your Own Telephony initiative, a product line that enables Salesforce Ecosystem Partners to integrate non-Amazon Connect phone systems into Salesforce Service Cloud Voice, Tenfold now offers Tenfold for Service Cloud Voice, the Tenfold product integrated with Service Cloud Voice.Service Cloud Voice helps agents improve their performance in multiple ways:Customer calls are more personalized, consistent, and efficient through better tools and insights for agents.Call transcription allows agents to be more productive by removing the need for note taking and end-of-call wrap-ups.Einstein provides predictive AI features and a single source of truth to agents.Running phone channels inside Service Cloud lets agents learn more about callers from social media and the web.Agents and supervisors can get real-time Omni-Channel visibility from the console, improving training and coaching.GlossaryAvaya Conversational Intelligence (ACI): Avaya Conversational Intelligence (ACI) is an end-to-end, cloud-based solution for real-time Spoken Language Understanding for call centers. It combines large vocabulary, real-time speech recognition, transcript refinement, and entity and intent recognition in order to convert live audio into a rich, actionable stream of structured events. ACI provides Tenfold with real-time call transcriptions.Bring Your Own Telephony (BYOT): An alias of Service Cloud Voice for Partner Telephony. This is the program name for integrating non-Amazon Connect phone systems with Salesforce Service Cloud Voice.Identity Provider (IdP): An identity provider (IdP) is a service that stores and manages digital identities. Companies use these services to allow their employees or users to connect with the resources they need. They provide a way to manage access, adding or removing privileges, while security remains tight.Tenfold Cloud: Tenfold’s born in the cloud iPaaS platformTenfold Cloud Connect (TCC): TCC is Tenfold’s next-generation on-premise framework for integrating with on-premise phone systems like Avaya CM, Cisco Finesse, and Genesys PureEngage, to name a few.Voice Call: A core object of Salesforce Service Cloud Voice. This object represents the logged phone call replacing the need for logging a phone call activity in the Task object. This record has advanced functionality such as showing post-call analysis, real-time transcription, and more.Benefits of Tenfold with Service Cloud VoiceThe Tenfold platform integrates your Avaya system with Salesforce Service Cloud Voice to enable critical call center functionalities within Salesforce.Service Cloud Voice makes the following Tenfold features available via Avaya:FeatureDescription NotesScreen popPops the VoiceCall record associated with the phone call.Click to dialEnables dialing a phone number by clicking on it.Phone numbers must be stored within Salesforce in the E.164 format.The voice platform must accept E.164 format phone numbers, including the leading plus sign (+).Tenfold only passes digits within the phone number field. The only non-integer that is passed is a leading plus sign (+).Call controlsControls the call natively

Customer management: Freshsales’ free plan offers excellent lead and customer account management features. Its communication features allow you to engage with customers through live chat, email, telephone, and messenger apps, like WhatsApp and Facebook Messenger.Customizations: Freshsales’ Pro plan includes custom fields and advanced CRM customizations to tailor it according to your hospitality business needs. You can customize landing pages and the navigation bar. The Enterprise plan also lets you create up to 10 custom modules that are specific to hotel management.Workflows and Automation: Hotels and hospitality businesses can leverage Freshsales’ automation features and native integrations (Freshmarketer and Freshservice) to streamline marketing tasks. You can also build personalized customer interactions, sales sequences, and customer responses.Freshsales account management module with related contacts, conversations, tickets, and deals (Source: Freshsales) Hapi Guest: Best Hospitality CRM for Salesforce Users Why I Like It Seamless integration with Salesforce to synchronize data into Salesforce Cloud products for sales, marketing, and service Scalable pricing based entirely on the number of hotel rooms Customizable guest flows to help create customer journeys and marketing campaigns Where It Falls Behind Exclusive CRM integrations to Salesforce only Platform only serves data management functionally—CRM capabilities require Salesforce Must integrate with third-party property management system (PMS) products to get hotel and property management capabilities My Expert Opinion Hapi Guest is the best CRM software for hotels using Salesforce. This CRM centralizes data from PMS and hotel management applications that can be easily connected and used in Salesforce. As it collects data, hotel businesses can create insight-driven marketing campaigns and automate customer service strategies to give guests the best experience based on their history and priorities. Cost: Starting at $5 per room, per yearThe Hapi Guest requires a subscription to Salesforce Sales Cloud. It is compatible with Salesforce Sales Cloud, Service Cloud, and Marketing Cloud Engagement. You can download and integrate Hapi Guest from the Salesforce AppExchange marketplace. Native Salesforce integration: Since Hapi Guest is a software native to Salesforce, it lets hotels collect, track, and map customer data and then synchronize it into the Salesforce Sales, Marketing, or Service Clouds. Once integrated, teams can

Your smartphone integrated with Salesforce. With Phonedeck integrating your mobile calling activities into your Salesforce workflow is now possible without any additional prerequisites. Easily make, take and log customer calls with Android smartphones in your Sales Cloud or Service Cloud.IN ORDER TO USE THIS ANDROID APP WITH YOUR SALESFORCE ORG YOU NEED TO INSTALL A PAID APP FROM THE SALESFORCE APPEXCHANGE: HOW PHONEDECK FOR SALESFORCE WORKS• Full CTI Feature Set: Click-to-Call, Screen-Pop and Call Tracking.• Works Instantly: Just install the AppExchange package in your Salesforce Org and the Android app on your phone.• No Prerequisites: No server infrastructure or third-party VoIP contract needed.Forget about Computer Telephone Integration (CTI) – this is real CLOUD SMARTPHONE INTEGRATION!FEATURES• Dial out with just one click on the phone number.• Immediately see who is calling you with all the necessary details.• Take notes during and after the call and log every call automatically.Phonedeck is not only the easiest way to have full CTI capabilities in Salesforce, it is also the most affordable: For the first time ever you neither need an expensive server setup at your company nor a contract with a cloud telephony provider that charges you for every minute of incoming and outgoing calls.SET UPWith Phonedeck you can integrate Android smartphones with the Sales or Service Cloud in just a few minutes. Setting up a CTI solution for mobile phones has never been easier. By just installing the AppExchange package in your Salesforce Org, installing the Android app on your smartphone and logging in with your Salesforce account you will get full control of your mobile phone via your Sales or Service Cloud.FREE 30-DAY FULLY FUNCTIONAL TRIALExperience how Phonedeck can improve your productivity. Test the full feature set with unlimited seats for 30 days now! Important support info!• Already existing customers will be

Integrate data from Salesforce to Snowflake using Matillion Our Salesforce to Snowflake connector transfers your data to Snowflake in minutes, keeping it up-to-date without manual coding or complex ETL scripts. Overview & Benefits What is Snowflake? Salesforce Data Analytics Similar Connectors Using the Connector Get Started What is Salesforce? Salesforce is a leading cloud-based customer relationship management (CRM) platform designed to help businesses manage their sales, customer service, marketing, and much more. Its primary purpose is to facilitate efficient and effective customer interactions, streamline processes, and boost profitability by consolidating various business functions into a single, integrated system. Key benefits of Salesforce include:Enhanced Customer Relationship Management: Centralizes customer data, providing a 360-degree view of customer interactions, which leads to better decision-making and personalized customer experiences. Improved Sales Performance: Offers robust tools for sales automation, lead and opportunity management, and forecasting, which help sales teams close deals faster and more efficiently. Efficient Customer Service: Features customer service and support solutions like Service Cloud, enabling faster case resolution and improving customer satisfaction. Scalability and Customization: Highly customizable and scalable to meet the specific needs of businesses, regardless of size or industry, with a vast ecosystem of apps and integrations available on the Salesforce AppExchange. Cloud-Based Flexibility: Being cloud-based, it allows for easy access to data and tools from anywhere, enhancing remote work capabilities and collaboration. Advanced Analytics and Reporting: Offers powerful analytics and reporting tools, including AI-driven insights through Salesforce Einstein, helping businesses make informed decisions. Marketing Automation: Facilitates targeted marketing campaigns and automated workflows through Marketing Cloud, improving marketing effectiveness and ROI.By leveraging these features, businesses can enhance their operational efficiency, improve customer satisfaction, and drive overall growth. What is Snowflake? Snowflake is a cloud-based data warehousing platform that enables enterprises to store, manage, and analyze large volumes of structured and semi-structured data. One of its key features is its unique architecture which separates compute and storage, allowing for scalable and high-performance data processing. Snowflake also supports real-time data sharing and boasts robust security measures, such as end-to-end encryption and role-based access control. The platform's SQL compatibility and seamless integration with various data tools ease the transition for businesses. With its automated maintenance and cost-effective scaling, Snowflake offers significant time and resource savings, empowering organizations to focus on deriving actionable insights from their data. Salesforce data analytics Salesforce provides a comprehensive suite of analytics tools that transform raw data into actionable

Negotiate flexible terms for peak-period scalingAdditionally, Salesforce occasionally runs promotional offers during major events or end-of-quarter periods. These promotions might include reduced first-year pricing, free add-ons, or implementation support. Working directly with a Salesforce representative can help uncover these opportunities and potentially lead to customized pricing packages that better fit your budget.Remember that while discounts can make Salesforce more accessible, the focus should be on the long-term value and ROI rather than just the initial cost savings. Consider how the platform’s capabilities align with your business needs and growth plans when evaluating its affordability.Contact us and let us help you select the perfect Salesforce plan for your business3. In-Depth Look at Salesforce Pricing Plans3.1 Salesforce Sales Cloud: Cost BreakdownThe Sales Cloud represents Salesforce’s flagship CRM solution, with pricing models designed to accommodate businesses of all sizes. Plans start at $25 per user per month, offering a range of features to suit different business needs.Essentials PlanDesigned for small teams, this entry-level option includes core CRM functionalities such as account and contact management, opportunity tracking, and basic email integration. It is limited to a maximum of 10 users, making it ideal for startups. Starting at $25.Professional PlanGeared toward growing businesses, this plan adds lead scoring, collaborative forecasting, and territory management. It also removes user limits and increases storage capacity. Starting at $100.Enterprise PlanThis tier offers advanced customization, workflow automation, and detailed reporting features, making it well-suited for larger organizations with complex sales processes. Starting at $165.Unlimited PlanThe most comprehensive option, it includes 24/7 support, unlimited custom applications, and AI-driven insights through Einstein, providing maximum flexibility and support for enterprises.3.2 Salesforce Service Cloud: Cost BreakdownThe Service Cloud offers a range of customer service solutions tailored to different business needs, with plans starting at $25 per user per month.Essentials PlanProvides fundamental customer service tools, including case management, a basic knowledge base, and email-to-case functionality—ideal for small teams. Starting at $25.Expands capabilities with service contracts, order management, and advanced routing features, making it suitable for growing businesses. Starting at $100.Enterprise PlanIntroduces advanced service analytics, custom reporting, and API access, offering deeper insights for organizations with complex service operations. Starting at $165.Unlimited PlanThe most comprehensive option, featuring all Service Cloud functionalities along with unlimited custom apps and configurations, designed for large-scale service teams needing maximum flexibility.3.3 Salesforce Pardot: Understanding the CostsSalesforce Pardot offers a range of B2B marketing automation solutions, with plans starting at $1,250 monthly. Each tier is tailored to meet varying business needs and scales.Growth PlanAn entry-level option ideal for businesses with up to 10,000 contacts, featuring essential B2B marketing automation and standard email marketing tools.Plus PlanBuilds on the Growth Plan by adding advanced automation rules, custom user roles, and enhanced reporting capabilities to support growing marketing operations.Advanced PlanExpands functionality further with custom object integration, advanced analytics, and AI-powered features through Einstein, catering to more complex marketing requirements.Premium PlanThe most comprehensive option, offering the full suite of Pardot features including advanced security, unlimited custom objects, and priority support for enterprises needing maximum capability.Contact us