What is Salesforce Customer 360?

Customer 360 is our suite of products and services that help 98% of customers meet or exceed their ROI goals.** Achieve success now with the world's #1 CRM.

*Salesforce 2022 Global Success Metrics Highlights. A 2022 study, based on interviews with 3,706 customers in the US, Canada, UK, Germany, France, Australia, India, Singapore, Japan, and Brazil. ** Salesforce multi-cloud ROI in 2022. A 2022 study, based on interviews with 1,640 customers in the US, Canada, UK, Germany, France, Netherlands, Australia, India, Singapore, Japan and Brazil.

Success in business today is inextricably linked with a deep understanding of customers and the ability to deliver personalized and engaging experiences. To achieve this level of excellence, an intelligent, unified approach is critical. That's where Salesforce Customer 360 comes in, a game-changing solution that's transforming the way companies drive sales and improve their customer relationships.

Salesforce solutions have greater integration, since all applications (CRM, Customer Service, Marketing and others) run on a single platform. As a result, all information is in the same place, thus facilitating the routine of a marketing professional, for example, who can fully and easily view their campaigns and check whether they have turned into leads and opportunities. Within this framework, customer account hierarchies and contact relationships allow for deeper visibility.

Products such as the Sales Cloud, Service Cloud, Pardot, Community Cloud, Health Cloud, Financial Services and the Lightning Platform use the same data model, called Standard and Custom Objects. In addition to working together, the data is also available in Einstein Analytics and in the Salesforce Mobile application, thus allowing complete integration.

Salesforce Consumer Solutions

The omnichannel experience is already a reality for many companies. Brands like Amazon have raised the bar and offer their customers a complete and integrated service on all platforms. Within this B2C universe, Salesforce offers applications on the fronts of marketing, customer service and e-commerce, but currently working together for these solutions is a challenge.

But what is Salesforce Customer 360 and how does it work?

Salesforce Customer 360 is an integrated cloud-based platform that offers a complete view of the customer, bringing together data from different sources and departments in a single intuitive interface and aims to help companies provide a unified customer experience by easily connecting Service Cloud, the Marketing Cloud and the Commerce Cloud, in addition to external applications.

It allows companies to gain a comprehensive and detailed understanding of each customer, from their preferences and purchase history to interactions with the company across different channels.

There are different functionalities that are being tested and implemented with the aim of improving processes, such as the registration of customers for accounts of Service Cloud people, in addition to assigning an ID to a customer – which facilitates the gathering of records of the same person in several systems among other functions. Customer 360 creates and stores a customer profile and acts as a hub that exchanges data and events between systems at the time of need.

Understanding business value:

Real-time data connection: With Customer 360, all your relevant customer information, regardless of where it is stored (whether in CRM, customer service systems or social media platforms), is instantly unified. This ensures you have an up-to-date view of the customer whenever you need it, allowing your sales teams to act on accurate, up-to-date information.

Improved customer experience: With a complete view of the customer at your fingertips, you can deliver personalized, contextualized and consistent experiences across all customer touchpoints. This increases customer satisfaction, reinforces brand loyalty, and ultimately drives sales.

Process optimization: The Customer 360 platform allows deep analysis of customer data, identifying behavioral patterns and preferences. This information is valuable for optimizing sales processes, targeting audiences more efficiently, and adjusting your strategies for better results.

Increased Productivity: With easy access to critical customer data, sales reps can spend less time searching for information and more time closing deals. This increases the productivity of the entire sales team and shortens the sales cycle.

Customer 360: Connected Customer Experiences
Salesforce teams are creating resources and innovative experiences with Customer 360. Below, we separate examples that illustrate some advantages and differentials of this initiative:

• The Service Cloud Agent Console will include a reconciled customer profile, Commerce Cloud order and shopping cart data, as well as the ability to place orders on behalf of a customer, all supported by Customer 360;
• The Marketing Cloud may trigger abandoned shopping cart journeys, triggered by Commerce Cloud, driven by Customer 360;
• Click-Based User Interface for Application and Data Management: This interface will allow administrators to establish trusted connections between applications and Salesforce organizations.

Vottax - Your Salesforce partner to leverage business:

If you want to boost your sales and strengthen your customer relationships, Vottax is the Salesforce partner that can make that a reality.

As specialists in Salesforce solutions, we offer the knowledge and experience needed to implement Salesforce Customer 360 in your company in a customized way, according to your specific needs.

Our dedicated team will work closely with you to ensure that Customer 360 integrates seamlessly into your existing infrastructure, providing a complete customer view and enhanced sales capabilities.

With Vottax by your side, you'll be ready to take your business to new heights, delivering exceptional experiences and building a loyal customer base.

Contact us today and find out how Vottax can be the right partner for your successful journey with Salesforce Customer 360.