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

Summary

Salesforce 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.