Connect With Customers in a Whole New Way With the #1 AI CRM | Salesforce Customer 360 Overview Demo

Salesforce
14 Jul 202302:03

Summary

TLDRSalesforce Customer 360 revolutionizes customer experiences by integrating AI, data, and CRM across sales, service, marketing, commerce, and IT teams. With a unified customer profile and a single view of data, Einstein AI offers insights and automation. Teams can collaborate on a Tableau dashboard, enhance service with AI coaching, and create personalized marketing campaigns. All within Salesforce's trusted platform, tailored for your industry.

Takeaways

  • 🌐 Salesforce Customer 360 integrates AI and CRM to offer personalized customer experiences across all channels.
  • 🔗 It enables collaboration and data visualization for teams including sales, service, marketing, commerce, and IT through a unified view.
  • 📊 The platform features a Tableau dashboard for visualizing KPIs, enhancing decision-making and strategy alignment.
  • 🤖 Einstein AI acts as a smart assistant, providing deeper insights and aiding in data analysis through natural language queries.
  • 🔄 Data Cloud consolidates and harmonizes data from various sources to create a comprehensive customer profile.
  • 📈 With a unified customer view and advanced CRM apps, teams can enhance sales performance and focus on impactful deals.
  • 💬 Service is enhanced through Einstein's ability to route cases to the right agent and provide coaching for next best actions.
  • 🎯 Marketing benefits from personalized campaign capabilities, ensuring the right content is delivered at the right moment.
  • 🛒 Commerce teams can create compelling shopping experiences with AI-powered recommendations and scalable, drag-and-drop tools.
  • 🔗 Teams and data are connected within Slack, streamlining collaboration and workflow management to build stronger customer relationships.
  • 🏆 Salesforce's platform is industry-tailored, backed by a top success ecosystem, aiming to save time and resources for businesses.

Q & A

  • What does Salesforce Customer 360 aim to provide for foreign ERS?

    -Salesforce Customer 360 aims to provide foreign ERS with helpful and personalized experiences across every channel by utilizing AI, data, and CRM.

  • How does Salesforce Customer 360 enable collaboration among different teams?

    -Salesforce Customer 360 allows teams such as sales, service, marketing, commerce, and IT to collaborate and visualize KPIs in a single view, like a Tableau dashboard.

  • What role does Einstein AI play in Salesforce Customer 360?

    -Einstein AI serves as a smart sidekick in Salesforce Customer 360, providing deeper insights when asked questions and assisting with decision-making.

  • How does Salesforce Customer 360 handle data from various sources?

    -Salesforce Customer 360 centralizes and harmonizes data from any source, creating a unified customer profile.

  • What benefits does Salesforce Customer 360 offer to sales teams?

    -Salesforce Customer 360 offers a complete view of the business to sales teams, helping them focus on high-impact deals and perform at their best from first contact to signed contract.

  • How does Salesforce Customer 360 enhance customer service?

    -Salesforce Customer 360 enhances customer service by enabling self-service for customers and transforming contact centers into engagement centers where cases are routed to the right agent with the help of Einstein's next best actions.

  • What impact does personalized marketing have on customer relationships according to the script?

    -Personalized marketing, as mentioned in the script, helps in sending the right content to customers at every moment, thereby strengthening customer relationships.

  • How does Salesforce Customer 360 assist commerce teams in creating shopping experiences?

    -Salesforce Customer 360 assists commerce teams by providing AI-powered recommendations and drag-and-drop tools that scale, enabling them to create the desired shopping experience.

  • How is Salesforce Customer 360 integrated with collaboration tools like Slack?

    -Salesforce Customer 360 integrates with Slack, allowing all teams and their data to be connected, which facilitates easier collaboration and the use of workflows to build lasting customer relationships.

  • What is the significance of the 'number one success ecosystem' mentioned in the script?

    -The 'number one success ecosystem' refers to the support and resources provided by Salesforce that help customers save time and money, ensuring the effective use of Salesforce Customer 360.

  • How can one get started with Salesforce Customer 360?

    -To get started with Salesforce Customer 360, one can visit salesforce.com/products as suggested in the script.

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Salesforce CRMAI InsightsCustomer 360Data CentralizationUnified ProfilesSales GrowthService ExcellenceMarketing PersonalizationCommerce ToolsCollaboration Platform
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