How to Unify Your Business Data with Salesforce Data 360?

12 July 2024

In today’s rapidly evolving digital landscape, harnessing the power of data has become a critical competitive advantage for enterprises. However, managing and unifying disparate data sources can often feel daunting, hindering organizations from fully leveraging the insights and opportunities within their data. Salesforce’s innovative Data 360 solution is here to change the game, empowering businesses to unlock the true potential of their enterprise data and drive transformative AI-powered experiences.

The Evolving Landscape of Enterprise Data Management

As businesses navigate the complexities of the modern data ecosystem, they grapple with the need to integrate and make sense of an ever-increasing volume of information. From customer data to operational metrics and beyond, enterprises are recognizing the immense value that can be unlocked by unifying these diverse data sources. However, many organizations are still struggling to overcome the barriers of “locked data”—siloed information that remains inaccessible or underutilized.

This challenge is not unique to any industry or sector; it is a widespread issue faced by organizations of all sizes and across various verticals. The inability to seamlessly connect and harness the full power of enterprise data can have far-reaching consequences, limiting an organization’s ability to make informed decisions, deliver personalized customer experiences, and drive sustainable growth.

Unlocking the Potential of Unified Data with Salesforce Data 360

Salesforce has introduced its innovative Data 360 solution, recognizing the critical importance of data unification. Data 360 is a game-changing platform beyond simply bringing data together; it empowers organizations to transform their data into a strategic asset that fuels intelligent decision-making, enhances customer experiences, and drives business growth.

At the heart of Data 360 is the deep integration with the Salesforce Einstein platform, which allows any external data source – whether it’s a data lake, warehouse, or other enterprise system – to seamlessly drive actions and workflows within the CRM. This powerful combination unlocks a wealth of possibilities, enabling organizations to leverage their data to improve customer engagement, streamline operations, and unlock new revenue streams.

How does the Data 360 work?

Data 360 puts all of your data to work for your customers. It is deeply embedded in the Einstein 1 Platform, meaning any external data lake or warehouse can now drive actions and workflows inside your CRM. Data 360 is about more than just bringing data together. It’s about bringing entire organizations together around the customer to improve experiences and drive growth.

Unify your enterprise data.

Data 360 eliminates data silos, creating a single platform to access and leverage all your Enterprise Data. Seamlessly integrate structured and unstructured data (PDFs, emails, call transcripts) into Salesforce with our library of connectors and leveraging zero-copy integrations from Snowflake, Redshift, BigQuery, and Databricks.

Harness the power of metadata.

Data 360 is built on Salesforce’s foundational metadata layer, which provides a common language for integrating all Salesforce applications and low-code platform services, including Einstein AI, Flow for automation, Lightning for UI, and Apex for deep, pro-code customisation.

Drive AI results from your data.

Data 360 unlocks the power of generative AI, grounded with your company’s data, delivering trusted, secure, and relevant outcomes without expensive model training. Plus, integrate external predictive models seamlessly with Bring Your Own Model for enhanced workflows and insights.

The Unique Advantages of Salesforce Data 360

Salesforce Data 360’s holistic approach to data unification and activation sets It apart from other data management solutions. Rather than simply aggregating data, Data 360 is designed to bring entire organizations together around the customer, fostering a shared understanding and enabling collaborative decision-making.

One of the key differentiators of Data 360 is its ability to seamlessly integrate with the broader Salesforce ecosystem. By tapping into the power of the Salesforce platform, organizations can leverage their existing investments and infrastructure to unlock new levels of efficiency and innovation. This integration ensures that data-driven insights and actions are not siloed but rather woven into the organization’s fabric, empowering every team and function to make more informed, customer-centric decisions.

Unlocking the Full Potential of AI with Salesforce Data 360

As organizations strive to harness the transformative power of artificial intelligence (AI), the role of unified data becomes increasingly vital. Salesforce Data 360 is designed to be the foundation upon which AI-powered solutions can thrive, providing the necessary data infrastructure to fuel intelligent automation, predictive analytics, and personalized customer experiences.

By breaking down data silos and creating a centralized, unified view of enterprise data, Data 360 empowers organizations to leverage the full potential of AI and machine learning. This enables businesses to uncover hidden insights, make more informed decisions, and deliver exceptional experiences that delight customers and drive sustainable growth.

Also Read: Traditional CRM vs. New CRM: Which is Right for Your Business?

Transforming the Customer Experience with Salesforce Data 360

At the heart of Salesforce Data 360’s value proposition is its ability to transform the customer experience. By unifying disparate data sources and making them accessible across the organization, Data 360 enables businesses to gain a deeper, more holistic understanding of their customers. This, in turn, allows them to deliver personalized, contextual, and highly relevant experiences that build stronger, more loyal customer relationships.

Whether tailoring marketing campaigns, optimizing sales strategies, or enhancing customer service, Data 360 provides the data infrastructure and intelligence needed to put the customer at the center of every decision and interaction. By breaking down data silos and fostering a shared, data-driven understanding of the customer, organizations can unlock new levels of customer engagement, loyalty, and advocacy.

How Data 360 is better for customer experiences for

SALES, SERVICE, MARKETING, COMMERCE

SALES

Automate prospecting.

Empower sales to act on customer intent. Connect your CRM data with buyer intent signals — including web interactions, marketing campaign engagement, and social media activity — to intelligently route the hottest leads.

Grow wallet share.

Unlock upsell and cross-sell opportunities. Unify your CRM, web, marketing, and entitlement data to uncover whitespace, identify new upsell opportunities, and guide upsell efforts using insights like propensity to buy or following best offer recommendation — all based on customer interactions and entitlements.

Boost seller productivity.

Leverage customer intent and engagement data from web, social, and marketing to trigger just-in-time notifications (Slack, CRM, email) for your sales teams, notifying them when it’s the right time to connect.

SERVICE

Reduce churn.

Identify customers at risk of churn based on early warning signals from IOT, product, and device telemetry data, and address customer issues the moment they occur. Drive proactive omnichannel communications about service disruptions to impacted customers at the moment of impact.

Accelerate adoption and success.

Trigger personalized onboarding journeys offer relevant educational resources based on purchase and adoption data and proactively identify when a customer needs help based on web engagement data from your support site.

Optimize service operations.

Connect CRM, case, billing dispute, telemetry, and customer feedback data to comprehensively understand service operations and customer health across the business. With prebuilt dashboards, service leaders can access key metrics like customer satisfaction scores, case resolution times, and agent productivity to better understand service performance.

MARKETING

Build and activate audiences.

Connect marketing, commerce, sales, service, revenue, and campaign performance data into unified profiles that marketers can use to quickly create target audience segments and activate them across channels — all through a user-friendly, AI-powered interface.

Deliver dynamic personalization.

Automate personalized journeys and refresh messaging, content, and offers based on real-time customer and prospect behavior signals by connecting CRM data with engagement data from your website, social, and marketing campaigns.

Optimize performance and spend.

Connect marketing, commerce, and CRM data with third-party ad partners like Google, Meta, and Amazon to analyze the performance of your audiences and activations in a single view.

COMMERCE

Personalize the shopping experience.

Connect CRM, marketing, commerce, product, and web engagement data to offer contextual product recommendations, promotions, and tailored pricing to increase cart value and grow revenue.

Automate merchandising.

Connect CRM, inventory, and order management data to trigger alerts like back-in-stock notifications or automatically create service cases to streamline merchandising efficiency.

Increase efficiency.

Seamlessly integrate inventory management, order, and CRM data to gain insights into customer behavior and inventory performance to enable merchants to take proactive measures like updating pricing to increase conversion.

Embracing the Future of Enterprise Data Management with Salesforce Data 360

As the digital landscape continues to evolve, the ability to effectively manage and leverage enterprise data will be a critical differentiator for organizations of all sizes. Salesforce Data 360 offers a comprehensive solution that unifies disparate data sources and empowers businesses to transform their data into a strategic asset that fuels growth, innovation, and customer-centric experiences.

By embracing the power of the Data 360, organizations can unlock the full potential of their data, driving intelligent decision-making, enhancing operational efficiency, and delivering exceptional customer experiences that set them apart in a highly competitive market. As the world of enterprise data management continues to evolve,

Salesforce Data 360 stands as a transformative solution that can help organizations navigate the challenges and seize the opportunities of the digital age.